Webinar On Demand - End Of Financial Year SMSF Planning 2025

1 CPD Unit – Substantive Law

Do your clients have a Self Managed Superannuation Fund (SMSF)? If so, now is a good time to take a step back and review your clients’ position prior to the closure of the 2025 financial year. A quick fund review may give you the chance to touch base with your clients, fix any potential issues that haven’t been picked up through the year and to make sure your clients have taken advantage of all opportunities where possible.

Join Lindzee-Kate Tagliaferri from Cooper Partners for a one hour webinar that will provide you with a checklist / road map of things to consider for your clients’ SMSFs prior to the end of the financial year.

This webinar covers:

• Minimum pension payments;
• Optimising contributions;
• Ensuring that source documentation requirements will be met;
• Identification of issues that may have occurred in the year that may need fixing pre 30 June; and
• Things to look for in the 2026 financial year.

This webinar is suitable for lawyers, accountants and other professional advisers, as well as SMSF trustees and is pitched at an intermediate level. It assumes a basic knowledge of SMSFs.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an interactive activity.


Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Lindzee-Kate Tagliaferri
Manager, Cooper Partners, Financial Services

Lindzee-Kate is an experienced qualified adviser and an authorised representative under Cooper Partners Financial Services AFSL. She is a CPA with over 10 years experience working in various SMSF advice areas such as family separation, estate planning, and SMSF establishments.

Lindzee-Kate is highly skilled in the preparation of SMSF tax returns, BAS, IAS, TBAR and financial reports. She is also experienced in the creation and implementation of various strategies such as health checking SMSFs for compliance of SIS Act and regulations and assisting clients with remedying any breaches.

Superannuation is not only Lindzee’s specialty; it is also her passion.

Professional Qualifications and Achievements

• Bachelor of Business, Majoring in Accounting and Public Practice
• Certified Practising Accountant
• FASEA Accredited Financial Adviser
• SMSF Summit 2019 Award winner