WEBINAR RECORDING IS AVAILABLE TO PURCHASE
The SMSF Tax planning webinar explores a range of tips, traps and strategies to work through with your SMSF clients in the lead up to 30 June 2024.
In this webinar Aaron Dunn & Tim Miller will explore a range of topics including:
Contributions planning;
- SMSF income stream planning
- LRBAs, investment rules and restrictions; and
- A range of final ‘checks and balances’ for year end.
- A comprehensive SMSF tax planning checklist will also be included for use to work through these various strategy considerations and issues that you should consider as part of any year end tax planning with your SMSF clients.
CPD members: Please note you can access the webinar recording from within the Smarter SMSF (learn) platform – login here
Presenter
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Additional Details
CPD hours - 1.5