Please note this event is on Wednesday 19 November 2025 (first advertised as Tuesday)

Join your Bendigo Local Community for a lunchtime learning session diving deep into the nuances of exempt current pension income (ECPI) and capital gains tax (CGT).

In this session, Andy O’Meagher, Act2 Solutions, will explore:
• Pension preparation and planning for income tax exemption
• The choice between ECPI methods – segregated vs. proportionate (unsegregated)
• Segregation rules – what it is, how it works, and when it can or can’t be applied
• Disregarded small fund assets – what’s really happening in practice

Enjoy a relaxed lunch while connecting with your peers – a perfect mix of learning and networking. We look forward to seeing you there!