As the financial year draws to a close, now is the time to ensure your tax and superannuation affairs are in order.
This webinar will provide expert insights on essential EOFY planning strategies, compliance requirements, and key legislative updates to help you maximise opportunities and avoid pitfalls.
Key topics include:
✅ Income reporting, deductions, and key compliance steps to meet ATO requirements✅ The latest on trust entitlements and Division 7A obligations
✅ Insights into recent Federal Budget announcements and what they mean for you
✅ Superannuation strategies to optimise contributions and benefits
✅ Practical steps to prepare for a smooth year-end process
Join us to gain the knowledge and strategies needed to wrap up the financial year with confidence and set yourself up for success in the year ahead.
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Date:
Wednesday, 21 May 2025 |
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Time: 12:00pm - 1:00pm AEST | 10:00am - 11:00am AWST
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Venue: Please note, this webinar is held via Zoom.
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Katie specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning....
A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme. Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.
Belinda is a Director in the Tax Services division in Brisbane and has over 12 years of experience working within the corporate tax division of public practice and in-house roles....
Belinda provides income tax and FBT consulting and compliance services to predominantly medium and large corporate taxpayers. These include listed and unlisted entities, and foreign-owned groups, including several large private equity backed groups.
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