Tax Planning for SMSFs 2026-2027

Explore effective tax planning strategies for SMSFs, focusing on key considerations and practical applications

In this session, we cover: 

• Tax Planning tips, traps, strategies & opportunities to consider before the end of the financial year to 30 June 2026:

  • Contributions

  • LRBAs, investment rules & restrictions

  • Income Streams & Benefit Payments

  • End of year document considerations

  • Final ‘checks & balances’

  • Federal Budget impact on SMSF tax planning?