What are the opportunities to explore with your SMSF clients in the lead up to 30 June?
What issues do you need to be aware of as we approach the end of the financial year?
We held one of our most popular SMSF webinars of the year, on Wednesday, 1 May 2019 at 12:00pm AEST. Where CEO, Aaron Dunn shared a range of strategies, tips and traps for SMSFs across the areas of contributions, fund investments, benefit payments and much more.
All registrations for this webinar and the webinar recording received a copy of the Smarter SMSF tax planning checklist.
Summary
Planning is required around contributions to ensure that not only are the contribution limits maximised to benefit members, but to also ensure that contributions stay within their limits.
Smarter SMSF has created a SMSF Tax Planning checklist (and webinar – as above) that works through many of the contribution rules and considerations.
If you would like to purchase the Tax Planning checklist, it will be on sale until 13 May 2019. And you can purchase it now.
Learn members and SMSF Day attendees will receive this checklist free / as part of their membership.
If you would like to find out more about how you can become a member to receive this checklist, webinar and ongoing access to more training – then check out our LEARN subscription.
