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The ultimate guide to understanding ECPI and segregation presentation

Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • a fund which always has a non-retirement phase account during the year
  • a fund which is solely in retirement phase over the entire year
  • a fund which has periods where it is solely in retirement phase but at other times also has a non-retirement phase account
  • a fund with assets elected to be segregated.

Author profile

Melanie Dunn
Photo of author, Melanie Dunn Melanie Dunn is a qualified actuary specialising in global retirement income systems. She heads up SMSF retirement specialist Accurium’s Technical Services capabilities, making regular contributions to the Accurium Technical Hub and webinars. Melanie’s passion for SMSFs and retirement has seen her develop into a thought leader and highly sought-after speaker with extensive knowledge of Australia’s SMSF retirement system, best practices and legislation. - Current at 22 October 2019
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This was presented at 2019 National Superannuation Conference .

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Author(s):  Craig James

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