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 2025.
In this webinar, award-winning SMSF specialists, Aaron Dunn & Tim Miller will explore a range of topics including:
- Contributions planning and opportunities
- Planning with SMSF income streams and other benefit payments
- LRBAs, investment rules and restrictions; and
- A range of final ‘checks and balances’ for the end of the financial year.
Bonus Checklist & Reference Guide:
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 (valued at $297).
Presenters
Additional Details
CPD hours - 1.5
Organiser
Smarter SMSF
Smarter SMSF
