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

SMSF NS117: Year end SMSF planning strategies

·18 min·1 clip
Chris Reid explains how SMSF owners can use a reserving strategy to potentially claim $187,500 in tax-deductible super contributions in a single financial year.
Chris Reid and Sarah Power discuss year-end SMSF planning strategies, covering various contribution types including concessional and non-concessional contributions, carry-forward rules, SMSF reserving strategies, co-contributions, spouse contributions, and downsizer contributions. They provide specific numbers, eligibility criteria, and timing considerations for maximizing superannuation benefits before the financial year ends.

As heard by us

A practical end-of-year SMSF guide built around timing, thresholds, and paperwork.

The focus stays on SMSF year-end planning, and it turns a familiar deadline into a workable checklist. The strongest material comes through in the co-contribution and spouse contribution rules, where each move is tied to eligibility, thresholds, and the next step a trustee needs…

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Why you'd press play

Use the last stretch of the financial year to check which SMSF moves still fit.

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