SMSF Year-End Essentials

$213.64 +GST

The new rules coming into play in FY25
Ready-to-go client strategies and processes FY24 compliance checklist

The SMSF Year-End Essentials webinar is your bridge between year-end compliance and new financial year planning for your SMSF clients.

This to-the-point session will identify the essential ‘red flags’ to address prior to the end of the financial year, bring you up to speed on the impending new rules, and deliver the ready-to-go client strategies and processes for 2024-25.

Plus, we’ll identify the clients likely to be impacted by change and specifically how you need to work with these clients. With the introduction of the proposed Division 296 $3m super tax from 1 July 2025, we’ll identify the clients likely to be impacted and the timing issues to consider if they need to act.

What we cover

In the lead up to the end of the financial year, this session will deliver the checklist to ensure a smooth run through to audit and identify the planning issues to address for 2024-25.

FY24 Compliance essentials

  • Your FY24 compliance process and checklist
  • Pre-audit documentation requirements
  • The personal contribution problem areas
  • Where to now with the work test – the issues and traps

FY25 planning and opportunities

  • Planning issues and opportunities for FY25
  • Contribution cap indexation; it’s impact and the opportunities
  • When and how to use the bring forward rules effectively
  • SMSF expenses: the impending rule changes to non-arm’s length expenses/ income
  • Preparing for the new Division 296 rules to come into play from 1 July 2025

About the presenter

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Natalie circle

Presented by

Natalie Scott
Superannuation Adviser
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
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