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

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.
 
In this webinar, Tim Miller from Smarter SMSF will be joined by Josh Williams of SuperGuardian to work through an end of year checklist that will address all the key strategic and taxation considerations that SMSFs face on a yearly basis and how partnering with an SMSF administration firm can help take away some of the potential pain points.  Tim & Josh will not only highlight the key issues but will identify any adverse effects certain actions, or inactions can have.. 
 

Learning Outcomes

At the end of this webinar, participants will have an appreciation for:
 
  • Notice requirements when members claim a personal contribution deduction
  • The impact of failing the minimum pension standards
  • Keeping fund investments compliant
  • Reviewing availability fund deductions  

Presenter: Tim Miller

Cost: Free

Date: Tuesday 22nd May

Time:12:30pm – 1:30pm AEST

Register Now

Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.

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