The SMSF Adviser Show

End of financial year contribution considerations


Listen Later

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June.

Miller explains the concept of a 'contributions matrix' and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning.

Listen as they discuss:

  • How to deal with benefit payments before the end of the financial year.
  • The considerations around different fund assets from a tax perspective.
  • What advisers need to be talking to their SMSF clients about.
...more
View all episodesView all episodes
Download on the App Store

The SMSF Adviser ShowBy Momentum Media


More shows like The SMSF Adviser Show

View all
SMSF News and Strategies Podcast Show by Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

SMSF News and Strategies Podcast Show

0 Listeners

The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

51 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

20 Listeners

The Money Puzzle by The Australian

The Money Puzzle

47 Listeners

Your Wealth by NAB

Your Wealth

7 Listeners

Investopoly by Stuart Wemyss

Investopoly

13 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

11 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

20 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

Inside Commercial Property by Rethink Investing

Inside Commercial Property

4 Listeners

Friends With Money by Money Magazine

Friends With Money

9 Listeners

Retire Right by Glen James

Retire Right

21 Listeners

The Fin by Australian Financial Review

The Fin

18 Listeners

The SMSF Experts with Shelley Banton by Shelley Banton

The SMSF Experts with Shelley Banton

0 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

9 Listeners