Published on 24 Mar 21
by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- Managing transfer balance caps and total superannuation balances including ATO views
- Current methods of ECPI calculations
- Transfer Balance Account Reporting
- Common errors.
Craig Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association.
- Current at
06 January 2021