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  • Writer's pictureShane Ellis

Is Your SMSF Ready For The EOFY?

The end of the financial year is fast approaching and as an SMSF practitioner, I receive plenty of calls and emails from clients around this time. Getting a head start on your end of financial year planning is always a good thing! This EOFY I have decided to put together an SMSF checklist to ensure everything is in order for my clients before 30 June. If you need our assistance please contact us via email: or call us on (07) 55343 900. Always remember prevention is cheaper than cure in the legal world, having outdated or low quality SMSF documentation can bring with it nasty financial penalties and destroy years of your hard work!

Click Below to Download the checklist!

Download PDF • 181KB


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