Welcome to another episode of the SMSF Mate Podcast, where Gareth and Ashwin, our resident accountant, guide you through the essential End of Financial Year Checklist for Self-managed Super Funds (SMSFs). As tax time approaches, ensuring your SMSF is compliant can be a daunting task, but with our expert advice, you'll be well-equipped to navigate this critical period with confidence.

In this episode, Gareth and Ashwin dive into the key tips and strategies to keep your super fund in top shape, covering everything from documentation and record-keeping to understanding the latest compliance regulations. Whether you're a seasoned SMSF trustee or new to managing your own super, this comprehensive guide will help you stay on track and make the most of your retirement savings. Tune in to learn how to efficiently manage your SMSF and avoid common pitfalls during tax season.

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Read more: https://www.smsfmate.com.au/

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SMSF Mate was created by four mates sick of the BS surrounding superannuation.⁣

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We simply wanted honest advice and better returns, so we learnt how to do it ourselves.⁣

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SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.⁣

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We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.⁣

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Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.⁣

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General Advice Warning⁣

We are required to warn you that:⁣

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a) any advice has been prepared without taking into account your objectives, financial situations or needs; and⁣

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b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and⁣

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c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.⁣

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Disclaimer⁣

IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.⁣

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SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249.