Head of Education at Accurium. Skilled in SMSF, pension funds, income tax and financial advisory. Sort after presenter.

Joined March 2021
10 Photos and videos
22 Apr 2022
Have you tried your code on our safe? We have 4x $250 vouchers to be won. Check you satchel for the Accurium flyer and come by our stand in the exhibition hall. #NC2022
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Treasury has released for consultation an exposure draft and explanatory materials to allow the commutation of the excess TBC amount of a market linked pension that commenced on or after 1 July 2017. treasury.gov.au/consultation…
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27 Oct 2021
Treasury Laws Amendment (Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021 has been tabled in the lower house. Includes the ECPI choice measure; Reducing the eligibility age for downsizer work test reforms. #ECPI
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Treasury Laws Amendment (2021 Measures No.6) Bill 2021 has passed both houses and is awaiting Royal Assent. It affects SMSFs and SAFs that have disregarded small fund assets and are 100% retirement phase for the entire income year - applies from the current 2021-22 income year.
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13 Aug 2021
The Australian Business Register (ABR) has now been updated to allow the additon of a fifth or sixth member to an SMSF. #SMSF ato.gov.au/Super/Sup/ABR-upd…
12 Aug 2021
Treasury Laws Amendment (2021 Measures No.6) Bill 2021 was introduced into the lower house yesterday. Only includes the redundant actuarial certificate requirement for ECPI, but not the ECPI choice rules - does this indicate further changes, maybe???? #ECPI
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28 Jul 2021
ATO has released final version of the NALI/NALE ruling - LCR 2021/2. ato.gov.au/law/view/document…
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22 Jun 2021
Does the draft ECPI legislation meet the intended objective of making the rules simpler? Read our blog accurium.com.au/blog/ecpi-dr… #ECPI
Mark Ellem retweeted
The APES Board has released its consultation paper on proposed amendments to APES 110 Code of Ethics re auditors fees. I look forward to working with the @SMSFassoc SMSF audit members on this important issue. Proposed operative date is 1 January 2023. apesb.org.au/wp-content/uplo…

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30 May 2021
Australian Government announces extension of the temporary 50% minimum pension drawdown for a further year to 30 June 2022. pm.gov.au/media/supporting-r… #pension #SMSF
21 May 2021
Treasury has released today draft legislation for the previously announced proposed changes to the ECPI rules. Consultation period open until 18 June 2021. treasury.gov.au/consultation… #ECPI #Accurium