- Presentations
- Contributions, Income streams
National Conference 2025
This plenary explores the evolving landscape of SMSFs, focusing on the emerging challenges and opportunities for SMSF members and the professionals who advise them. Join Meg in a deep dive into some of her favourite strategies with, of course, her usual modelling and variations.
What does an increase in the transfer balance cap from 1 July 2025 mean for both 2024/25 and 2025/26? How can accountants and advisers weigh up decisions about starting pensions and making contributions in a changing environment. Are there any “forgotten” strategies we should revisit? Or people who could benefit from them that we’ve not thought of?
This is a forward-looking session designed to help SMSF professionals stay ahead.
By watching this session, you will be able to:
- Gain insight to analyse the implications of the increased transfer balance cap from 1 July 2025 for future SMSF strategic planning.
- Learn how to evaluate strategies for starting pensions and making contributions in response to a shifting regulatory and economic landscape.
- Identify opportunities to apply overlooked or emerging SMSF strategies to maximize member benefits.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association