SG Events

Date: Thursday 22nd May 12:30pm – 1:30pm AEST

The end of financial year brings with it a number of administrative and compliance considerations that can have tax and strategic consequences, both positive and negative.  Having a checklist to help guide you through some of these considerations can make the transition from one year to the next a little smoother.

End of year checklist - are your
SMSFs 30 June ready?

Date: Tuesday 17th June 12:30pm – 1:30pm AEST

Following the release of Regulations in December 2024 allowing for certain legacy pensions to be commuted within a 5 year window and to make for easier allocations from reserves held within an SMSF, it’s important to know what opportunities these regulations actually provide for.

Exiting Legacy pensions and
reserves in an SMSF

SMSF Day 2025 brought to you by Smarter SMSF and SuperGuardian

SMSF Day 2025 | Perth, Adelaide, Melbourne, Brisbane and Sydney
Celebrate 10 years of growing SMSF knowledge with award-winning specialists Aaron Dunn and Tim Miller at our hugely popular SMSF Day technical full-day events, running from 20 March – 2 April 2025 around Australia!

Together Aaron and Tim provide a highly engaging and thought provoking SMSF day which provides 8 accredited CPD hours for attendees.  Through our popular case study format, and introducing you to our new SMSF family, the sessions will provide attendees with key insights into the latest technical issues, key strategies and a range of important takeaways that can be implemented with your SMSF clients.

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