• Claiming ECPI

    There are two methods for working out the amount of ECPI you can claim:

    • segregated method
    • unsegregated method.

    The method you use depends on whether the SMSF's assets are 'segregated' or 'unsegregated' or a combination of both when the super income stream starts.

    Note: the amount claimed as ECPI must not be greater than the fund's assessable income.

      Last modified: 05 Sep 2017QC 21546