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Are your SMSFs audit and future proof?
July is a great time to start planning for the events of the new financial year whilst also reconciling all matters related to the prior year in preparedness for a Fund’s annual audit. With a number of key Covid relief measures ceasing from 30 June 2022, exempt current pension income actuarial requirements being amended for 2021-22, contribution and work test updates applying from 1 July 2022 as well as all the usual fund audit requirements, there is plenty to consider.

This webinar will work through a number of key end of year/start of year considerations that should be addressed by funds as required, including but not limited to:
• Asset valuations
• Claiming personal tax deductions for SMSF contributions
• Covid relief measures
• ECPI deductions
• Lump sum withdrawal elections
• Pension commencement notifications
• Non-standard fund transactions
• Investment strategies
• Nomination of beneficiaries

Learning Outcomes:

At the end of this webinar, participants will have an appreciation for:
• SMSF reporting obligations, both ad-hoc and annual
• How timing is everything – pensions, contributions, expenses, income
• The long term impact of Covid relief items
• Reviewing most key SMSF trustee/member decisions annually

Jul 6, 2022 12:00 PM in Adelaide

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