EOFY tax planning tips for super

Tax

Accountants and their clients will have some unique strategy dilemmas to consider in the lead-up to 30 June this year.

By Robyn Tongol • 16 June 2023 • 4 minute read

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lass="p1">In this episode, we share a conversation with one of our sister brands, The SMSF Adviser Show. Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies SMSF professionals can look to employ with their clients as 30 June approaches.

Mr Miller highlights some of the key contribution strategies to think about and why increasing mortgage repayments may drive an uptick in downsizer contributions, particularly in the 55 to 65 age group.

He also discusses some of the dilemmas faced by SMSF professionals and their clients in relation to pensions with the general transfer balance cap set to index to $1.9 million on 1 July.

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EOFY tax planning tips for super

Robyn Tongol

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