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SMSFs and Superannuation end of year checklist

By Emma Smith

Article by West, Carr and Harvey and used with permission

We have communicated a great deal about changes impacting your Super but we would also like to remind you about your usual financial end of year considerations.

If you haven’t already, now is the time to begin compiling all your relevant end of financial year documentation.
Making superannuation contributions up to the maximum concessional contribution limits could be worth considering.
Ensure your SMSF has met minimum pension requirements.
By now you should have already reviewed or be reviewing your investment strategy to ensure it is up to date.
Asset valuations for your SMSF should be completed by the end of financial year
If your SMSF or Super fund has made any capital gains this year, appropriate management techniques should be considered now.

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