Are you ready for the end of the financial year?

May 2019

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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Super Reference Guide

We recommend utilising this checklist in conjunction with our Super Reference Guide.

The Guide give you an overview of the current financial year contribution caps and eligibility, glossary of key terms and much more. 

 

Click here to access the Super Reference Guide.

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.

 

Disclaimer: The information contained in this document is provided for educational purposes only, is general in nature and is prepared without taking into account particular objective, financial circumstances, legal and tax issues and needs. The information provided in this article is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to your individual circumstances. While the SMSF Association believes that the information provided in this article is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.