Smarter SMSF

SMSF Tax Planning 2025 – Webinar Recording & Checklist

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$242 (incl. GST)
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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.

 

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CPD hours - 1.5

 

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Online Event
 

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