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Home Podcasts

End of financial year contribution considerations

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.

by Jessa Sargento
May 29, 2024
in Podcasts
Reading Time: 1 min read
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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:

X
  • 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.

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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