
SMSF Tax Planning 2025 – Webinar Recording & Checklist
SMSF Tax Planning Webinar Recording & Checklist – Now Available!
Get the insights and tools you need to confidently guide your SMSF clients through year-end planning.
The SMSF Tax Planning Webinar, presented by SMSF experts Aaron Dunn and Tim Miller on 7 May 2025, explored a wide range of practical tips, traps, and strategies to implement before 30 June.
Topics covered include:
-
Contribution planning and opportunities
-
SMSF income streams and benefit payments
-
LRBAs, investment restrictions, and compliance considerations
-
Final year-end checks and balances
What You’ll Receive When You Purchase
When you purchase the webinar recording, you’ll also receive our exclusive 38+ page SMSF Tax Planning Checklist & Reference Guide – designed to help you turn insights into action.
This powerful resource includes:
-
A checklist format that can be used directly with SMSF clients
-
Detailed strategy considerations for each planning area
-
Embedded legislative and ATO references to support your advice and documentation
Valued at $297, this comprehensive guide is the perfect companion to the recorded webinar and an essential resource for any practitioner working in SMSFs.
Presenters
Additional Details
CPD hours - 1.5