With the end of financial year fast approaching and certainty with Government and its super policies it is the time to ensure everything is in place for your SMSF before 30 June 2019. Below are some strategies that you may need to consider and ensure the plans you have in place are the best for you and your SMSF.
If there is anything on this checklist that you are unsure about, we encourage you to contact an SMSF Specialist Advisor to discuss your specific circumstances in more detail.
To navigate this checklist – click each title to reveal more information.
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Gain the advice of an SMSF Specialist
We highly recommend that you gain the advice of an SMSF Specialist when making decisions about your fund before the end of the 2019 financial year. An SMSF Specialist will be able to assist you in ensuring you are maximising your fund to reach your financial goals. To find your nearest SMSF Specialist, use our Find a Specialist function.