2024 Year End Conversations for ALL SMSF Clients
Overview
A look at the important strategies & issues that clients MUST consider and action before 30 June.
Not your typical “year-end” session!
We will look at the real issues that your clients want to discuss, well beyond the normal compliance conversations. We will cover:
- Last minute STRATEGIES to discuss, consider and implement to get the best results in FY2024!
- 1 July 2024 changes & what you need to tell your clients.
- Planning for the year ahead. What CAN be achieved, what NEEDS to be considered and what MUST be done!
- Paperwork and Admin requirements to save further issues come year end.
Learning Outcomes:
On completion of this session, you will be able to:
- Identify specific client opportunities prior to the end of the year
- Understand how these opportunities can benefit certain segments of your client base
- Implement appropriate year end strategies for the appropriate clients
- Understand how 1 July 2024 changes will impact your clients and parts of your practice
Suited to:
All SMSF Accountants and SMSF Advisors.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – 2024 Year End Conversations for ALL SMSF ClientsVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
Your presenter
Garth McNallyGM Super Consulting
, Director, GM Super Consulting Pty Ltd
Garth has worked in the Australian Superannuation industry for over 25 years with a specific focus on self-managed super funds. He provides ongoing technical support to professionals working in the superannuation area, including advisers, accountants, and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including CPA and CA ANZ.
Garth also provides ongoing training programs for private firms and training groups across Australia.