The end of the financial year is fast approaching! It's critical to get all the paperwork in order for your 2021/22 audit. Are you on the right path?
With so many tasks to perform over the next few months and with a number of things at risk, it's imperative that your audit is streamlined and simplified.
In this webinar, our SMSF expert, Philip La Greca will provide you with insight on what steps you should take to meet your end-of-year audit commitments. He'll also share a checklist to help you reduce the risk of not fulfilling these obligations.
Why must you attend?
This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.
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The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.
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Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.
By Philip La Greca