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

SMSF NS119: A year end checklist for SMSF trustees

·17 min·1 clip

Chris Reid explains why getting a contribution into your SMSF by June 30 isn't enough to claim the tax deduction.

Hosts Chris Reid and Sarah Power provide a concise year-end checklist for Self-Managed Super Fund (SMSF) trustees, covering critical deadlines, contribution strategies, pension requirements, and compliance tasks for the June 30 financial year end and July 1 new year start. They emphasize actionable steps, common pitfalls, and the importance of professional advice for complex strategies.

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