Webinar Recording - SMSF End of Year Essentials

With the Banking Industry Royal Commission shining a spotlight on superannuation advice, the approach of the end of financial year is a timely reminder that Self Managed Superannuation Funds (SMSFs) are not a ‘set and forget’ structure. They require constant attention and regular consideration of the strategies and requirements of the fund. At no time is this more important than towards the end of the financial year.

In this webinar, SMSF End of Year Essentials, Garth McNally, from Hayes Knight, looks at the issues that need to be addressed for SMSFs with the end of financial year approaching. Garth will address the complexities inherent in getting the most out of the members’ contribution and pension strategies in an evolving superannuation environment.

During this one hour webinar, Garth will cover topics such as:

• SMSF year-end pitfalls;
• Making sure pensions for FY2018 are complying;
• Planning now for pensions in FY2019;
• Making the most out of the changes to Super contributions; and
• Revisiting past advice around Super contributions.

With superannuation compliance and performance a hot topic at the moment, it is critical that SMSF Trustees and their advisers take a close look at their superannuation strategies before the end of the financial year.

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Presenter Garth McNally

Director - Hayes Knight

Garth heads up Hayes Knight's Superannuation Division. He is also the technical specialist for Merit Wealth, one of Australia's largest Accounting centric dealer groups. He has a wealth of knowledge and practical experience in superannuation and leads the superannuation technical support for Hayes Knight and the Knowledge Shop membership.

Garth is a specialist member of the Self Managed Superannuation Fund Professional's Association of Australia (SPAA) and is a regular writer and speaker on superannuation issues and strategies.