As the end of the financial year approaches, it's time for self-managed super fund (SMSF) trustees to start preparing to ensure everything runs smoothly. This can be an overwhelming task, but it's essential for ensuring that the SMSF stays compliant to maximise its returns. With 2022/23 being a particularly turbulent year, trustees need to ensure that they have their finances in order. This means completing the administrative tasks, reviewing investments, and planning for the future.
In this podcast, we'll outline some of the critical items that should be on an SMSF's end-of-year checklist. We'll look at the rules and regulations that must be followed, tax obligations, and strategies for maximising returns or minimising losses.
Tune in to learn more - and don't forget to check out smsfmate.com.au for more resources and information.
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SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
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IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249.