SMSF Association 2022/23 Yearly Planner

June 27th, 2022

Managing your own super has many benefits, but it’s important to have a plan put in place. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements.

There are certain aspects you must consider to ensure you are meeting all of your yearly requirements.

What better way to step through the next financial year with confidence than with your SMSF Yearly Planner, detailing what you need to address each month in regards to your SMSF, including:

  • Important SMSF tax deadlines, contribution dates, and more;
  • When to implement or finalise your new investment strategy
  • What to consider when reviewing your pension payment plan;
  • …plus so much more!

As part of the SMSF services we provide, we are pleased to provide you access to an SMSF Education Resource, brought to you by the SMSF Association, the peak professional body representing the SMSF sector. To access further SMSF information and resources, please click here https://smsfconnect.com/portal/firm/foxton-financial. Your Yearly 2022/23 SMSF Planner