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