30 June is coming. The question is — are you ready, or reacting?

Every year, the same pattern plays out.

The last-minute scramble.  Missed opportunities.  Conversations that should have happened months earlier.

And in 2026, with increasing complexity across contributions, pensions and broader compliance settings, “winging it” simply isn’t good enough.

There is a smarter way.

Join award-winning SMSF specialists Aaron Dunn and Tim Miller for a practical, no-nonsense 90-minute session designed to help you take control of your clients’ year-end outcomes — before the clock runs out.

This isn’t just another technical update. It’s a structured walkthrough of the key strategies, decisions and conversations that SMSF professionals should already be having with your SMSF clients before 30 June.  From contribution timing and optimisation, to pension management and compliance risks, Aaron and Tim will cut through the noise and focus on what actually matters — helping you deliver better, more confident advice to your clients.

The real value? It’s what you take away.

Every attendee will receive Smarter SMSF’s Tax Planning Checklist and Guide — a powerful, practitioner-ready resource designed to move you from theory to action.

This isn’t a generic checklist.

It’s built for real client engagement and implementation, including:

• A client-ready checklist format you can use directly in meetings
• Detailed strategy considerations across key planning areas
• Embedded legislative and ATO references to support your advice and documentation

Valued at $297, this comprehensive guide is the perfect companion to the webinar recording — and an essential tool for any SMSF professional serious about delivering smarter outcomes.

What you’ll walk away with:

• A clear, structured approach to SMSF tax planning before 30 June 2026
• Practical contribution and pension strategies you can apply immediately
• Greater confidence in navigating compliance and avoiding common traps
• A ready-to-use resource to support client discussions and advice delivery

Presenters:

Investment:

• $242 (non-members)
• $0 – Included for CPD members

The difference between average and exceptional SMSF advice is preparation.

Don’t wait for June to tell you what you should have done in April.

Get ahead. Get structured.
And most importantly — get smarter.