Webinar – SMSF end of year checklist

June is not a time for procrastinating when it comes to SMSF end of financial year obligations. It’s the one time of year when timing is everything and for some it becomes the one time of year when they start looking for solutions for the things they don’t get done by the 30^th June cut off. Coincidently, this year 30 June is a Friday so get everything done early in the week and celebrate the end of financial year without any lingering thoughts of “did I do that?”

In this webinar we will focus on the key issues that need to be addressed prior to 30 June each year and in the immediate aftermath. Amongst the issues that we consider will be:

Meeting pension obligations
Ensuring all contributions are made
Notice of intention requirements and 1 July pension commencements
Transfer balance account reporting

Leaning Outcomes:

At the end of this webinar, participants will have an appreciation for:

The ramifications of failing to meet pension requirements
The rules about contribution acceptance versus allocation
How 1 July pension commencements can impact a fund
The importance of obtaining non standard asset valuations as soon as practically possible

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Cost: Free

Date: Wednesday 14th June

Time: 12:30 pm – 1:30 AEST

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Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

Tim Miller

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 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 and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.