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Tim Mackay

Five things for SMSFs to do before June 30

Think of it as the world’s most boring, but incredibly profitable, game with the Tax Office.

As the end of the financial year fast approaches, it’s crucial to optimise your SMSF and take advantage of available tax and investment opportunities. Here are five key things to remember.

Retain your tax-free status

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Tim Mackay is an independent financial adviser at Quantum Financial.

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    Original URL: https://www.afr.com/wealth/superannuation/five-things-for-smsfs-to-do-before-june-30-20240530-p5jhwr