Smarter SMSF

SMSF Tax Planning

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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 that CPD subscription holders will receive an email from Smarter SMSF to enrol in this upcoming event approximately 1 week prior to the session. This webinar is included as part of a member who holds a CPD Regular or CPD business subscription.

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Additional Details

CPD hours - 1.5

 

Date And Time

08-05-2024 @ 11:00 AM to
08-05-2024 @ 12:30 PM
 

Registration End Date

07-05-2024
 

Location

Online Event
 

Event Types

 

Event Category

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