• Upcoming event

The final session in our four part Workshop Series comes just before end of financial year – an ideal time to consider your year-end strategies for your SMSF.

In this session we will cover a range of important factors of year-end strategies to consider, plus a bonus discussion surrounding Pensions and Asset Valuations.

Content Covered

Year-End Strategies - Contribution strategies

  • Downsizer
  • Catch-Up
  • Bring-Forward
  • Reserving Strategy
  • Spouse Contributions & Splits - Withdrawing super to free up caps

Pensions

  • Meeting minimum pension
  • Dealing with falling investment markets

Asset Valuations

  • Market Value or Net Realisable?

Don’t miss this exclusive opportunity to gain valuable insights in an intimate setting with Q&As afterwards.

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