The ultimate superannuation EOFY checklist 2023

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The ultimate superannuation EOFY checklist 2023.


With a few weeks left until the end of the financial year, it's time to optimize our SMSF or other super funds and maximize available strategies.

Here's a 24-point checklist for maximizing strategies available to SMSFs and other super funds.



Ensure you consider the potential consequences before resetting any grandfathered pension under new rules. Seek updated advice from your accountant or financial adviser to fully understand the implications.

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Come and see what happens when the precision of accounting and foresight of financial planning collide.


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