As we approach the end of the financial year, it is important to focus on the various planning opportunities that are available for members of self-managed super funds. As both trustees and the broader SMSF industry place a greater focus on the quality advice, being able to effectively deliver strategies in the lead up to 30 June is crucial.
In this session, I will be exploring various contribution and pension strategies leading up to 30 June, along with a range of investment and estate planning considerations that are vital as part of your clients year-end and ongoing planning.