When is an Actuarial Certificate Required?

Posted on 1 CommentPosted in SMSF Audit, SMSF Information

When is an Actuarial Certificate Required? In an address to the Tax Institute in March 2015 Matthew Bambrick, ATO Assistant Commissioner for Superannuation, presented ‘some guidance around calculating and reporting ECPI (Exempt Current Pension Income).  The common industry practice of Segregating Assets part way through the year and not obtaining an actuarial certificate was singled out as needing to change. […]

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