CPD Webinar - End Of Financial Year SMSF Planning 2024

1 CPD Point – 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 2024 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 2025 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 point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

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 points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenters

Lindzee-Kate Tagliaferri
Manager, Cooper Partners, Financial Services

Lindzee is an authorised representative under Cooper Partners Financial Services AFSL. She is a CPA with over 10 years of experience in the SMSF space, superannuation being not only her specialty but her passion.