TechSpot

Access our resources for SMSFs, including calculators, recordings and webinars, and easy-to-understand articles explaining current SMSF technical topics.

2020 pension

Changes to minimum pension payments for 2019/20 and 2020/21

Last week the Government announced a range of economic stimulus measures in response to COVID-19. These changes include amending the minimum payment amounts for account-based ...
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man doing calculations on chalkboard

Calculating Deductions for General Expenses

For SMSFs that incur general expenses from assets gaining or producing both Exempt Current Pension Income (ECPI) and assessable income in a given financial year, ...
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blue question mark

Ability To Claim ECPI When The Minimum Pension Standards Have Not Been Met

Another financial year has been and gone and you've only just realised that an Account Based Pension has not met the Minimum Pension Standards. Sound ...
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man in suit holding cash

Maximising Exempt Current Pension Income (ECPI)

With a new financial year just beginning, there is no better time to start thinking about strategies to maximise Exempt Current Pension Income (ECPI) than ...
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common mistakes

Meeting the minimum pension standards – 5 common mistakes

Let us break down the five most common mistakes we see when it comes to failing to meet the minimum pension standards. Account Based Pensions ...
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ticking off checklist

Your ECPI checklist for 2017/18

To ensure you have complied with the ECPI changes that came in to effect 1 July 2017, we have taken the liberty of putting together ...
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important changes

Important changes to Act2 actuarial certificates

Two sections added to Act2 actuarial certificates Act2 Solutions have recently updated their actuarial certificate to reflect the Exempt Current Pension Income (ECPI) changes that ...
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transition to retirement

Transition to Retirement Income Streams: what has changed?

Changes to TRIS The good old days of a Transition to Retirement Income Stream (TRIS) receiving tax free earnings is now a distant memory for ...
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are you ready?

Deemed Segregation: The Beginner’s Guide

Everything you need to know on Deemed Segregation The Australian Taxation Office (ATO) have provided further guidance on when it is compulsory to use the ...
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