BGL Online Summit: Exploring how pensions don’t solve everything with Act2

So often as Actuarial Certificate providers we get challenged about tax exemption outcomes. Almost always it is because the clients understanding of income tax exemption is either flawed, outdated or they have a partial understanding of how ECPI applies, but not the full picture. Most importantly this tends to occur when there has been the sale of large assets and most often it is AFTER the event that these clients learn that the circumstances of the fund did not provide the desired CGT outcome.

We’re going to look at the key aspects of how the tax-exempt percentage is determined, when it is applied, what segregation is (and isn’t), when it can be used, and when it will provide the best outcomes for your clients.

📅 Tuesday 4 August 2026, 10:00 – 10:45 AEST