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.

Ready for EOFY? 

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


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27 May

Getting Your RAD back

Accommodation payments (called Refundable Accommodation Deposits – RADs for short) are one of the most misunderstood areas of residential aged care. Many people don’t realise that a RAD is not “lost” money but is refundable when you leave care or pass away.


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27 May

What does the Federal Budget mean for aged care?

This year’s Federal Budget focussed on the rising costs of living and how to help Australians manage. Before the Budget there was speculation that we would see changes for aged care funding and fees, but what made it into the Budget?


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27 May

If Aged Care Advice is Confusing...Get Advice

RADs, DAPs, MPIRs, MTAs and ACATs !! These are just a few of the acronyms you will face when navigating aged care decisions. It might even feel like you’ve landed in a foreign country where you don’t understand the language or the rules.


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8 May

Mastering Your Retirement: Is an SMSF the Ultimate Investment Strategy for You?

A Self-Managed Super Fund (SMSF) is a type of superannuation fund that gives members greater control over their retirement savings.


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23 Apr

Rebuilding After Divorce

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15 Apr

Warning on SMSF asset valuations

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