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May 2024
42m 22s

End of financial year contribution consi...

MOMENTUM MEDIA
About this episode

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June.

Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning.

Listen as they discuss:

  • How to deal with benefit payments before the end of the financial year.
  • The considerations around different fund assets from a tax perspective.
  • What advisers need to be talking to their SMSF clients about.
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