What changes you would like to see made to ECPI? Survey

Question Title

* 1. What best describes your role?

Accountant

SMSF administrator

SMSF auditor

Financial adviser

Lawyer

Other (please specify)

Question Title

* 2. Which action would you like to see the government take:

Nothing – after 3 years, we’re across the new rules now and don’t want more changes

Return to the pre 2017 approach where deemed segregation only applies when a fund is 100% in retirement phase for entire income year

Remove segregation altogether for SMSFs together with an exemption from the requirement for an Actuary’s certificate if fund is 100% in retirement phase for entire income year

Give trustees the retrospective choice of whether to use deemed segregation or include periods of fund is 100% in retirement phase in the proportionate method calculation