SMSF News and Strategies Podcast Show · Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions

·18 min·1 clip
Chris Reid urges SMSF trustees to lodge returns early not just for tax clarity but to fix compliance issues promptly.
Chris Reid and Sarah Power provide a practical guide for SMSF trustees navigating the new financial year, covering key deadlines, asset valuation requirements, and compliance checks for related party transactions and unlisted investments. They also discuss the ongoing uncertainty around the Division 296 tax on super balances.

As heard by us

A practical new financial year SMSF checklist for trustees and advisers.

Episode 130 is a straightforward new financial year SMSF update, with Chris Reid and Sarah Power focusing on lodgements, asset valuations, and related party transactions.

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Why you'd press play

Your fund needs a clean new-year checklist before the audit trail tightens.

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