Local Community Event: EOFY SMSF Strategy Session 2025 – Navigate the Now, Prepare for What’s Next

Join Shelley Banton, head of technical ASF Audits, as she provides SMSF professionals the insights and tools needed to close out 2024/2025 confidently — and step into the new financial year with clarity and control.

This dynamic session will unpack the latest developments, compliance issues, and strategic shifts shaping the SMSF landscape. Three Key Takeouts:

1. 2024/2025 Review – The Good, Bad & Ugly:
A candid look back at the year on issues such as Legacy Pensions, NALI and Div 296

2. 2025/2026 – Managing Clients & Auditor Expectations with Market Valuations:
Learn how to balance practical strategy with regulatory scrutiny and ensure your clients and auditors are aligned before trouble strikes.

3. Looking Ahead – Key Themes for the New Financial Year:
Stay ahead of legislative changes, ATO focus areas, and evolving market conditions shaping SMSF strategies in 2025/2026.

Whether you’re an accountant, adviser, or SMSF auditor, this session will provide essential guidance to close the year strong and start the next one smarter.

Light refreshments provided.