Pre 30 June 2026
Our Pre 30 June 2026 checklist has been designed as a practical working tool to prompt discussion and action across the most common (and often overlooked) SMSF considerations. It covers key contribution strategies, pension planning, related‑party dealings and other compliance matters that may require attention before year end.
The checklist is intended to support strategic conversations rather than provide personal advice, helping advisers and trustees identify issues that may warrant further investigation or specialist guidance.
What the checklist covers
The checklist walks through key considerations including:
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Concessional and non‑concessional contribution strategies
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Carry‑forward contributions, bring‑forward rules and cap changes
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Downsizer contributions, CGT cap and recontribution strategies
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Government co‑contributions and spouse contribution offsets
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Pension minimums, commencements and transfer balance cap issues
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TRIS and legacy pension considerations
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SMSF dealings with related parties and LRBAs
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Other common year‑end SMSF compliance and valuation issues
To help you pre-plan in the lead up to the end of financial year, we have created a complimentary End of Financial Year (EOFY) Checklist.
