Sell with Confidence
Read More
News

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.

TALK TO THE PROPERTY EXPERTS

BUYING, SELLING & PROPERTY MANAGEMENT

Call us if you are thinking about buying or selling or know of someone that is

Ray White Drysdale  03 5251 5880

Up to Date

Latest News

  • Five upfront costs that first-home buyers shouldn’t overlook

    Saving to buy a first home has never been easy, but with prices reaching new highs around the country, it takes more discipline than ever. But it’s not just the deposit that first-home buyers have to save. Upfront expenses can cost first-home buyers thousands of dollars, and need to be … Read more

    Read Full Post

  • What home owners should consider when planning to relocate

    ou’ve reached that point where your property needs have changed. Maybe you want more space, different features or a whole new lifestyle. Relocating could be the answer. But how will this impact you financially? And what do you need to consider when relocating within the same area, as opposed to … Read more

    Read Full Post