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Welcome!

The SMSF Tax planning webinar explores a range of tips, traps and strategies to work through with your SMSF clients in the lead up to 30 June 2025.

In this webinar, both Aaron Dunn & Tim Miller explore a range of topics SMSF tax planning topics including:

  • Contributions planning and opportunities
  • Planning with SMSF income streams and other benefit payments
  • LRBAs, investment rules and restrictions; and
  • A range of final ‘checks and balances’ for the end of the financial year.


    CPD Accreditation:

    The session provides 1.5 CPD hours, with a certificate issued upon successful completion of the training and the assessment (you have a 2 attempts with the assessment).

    If you have questions from the webinar, you can email us at team@smartersmsf.com.

  • This webinar was recorded on 7 May 2025.
    Duration: 1.5 hrs