Year-End Update & Important SMSF Insights ??

Merry Christmas!

We hope you’re enjoying this special time of year.

At Supervision, we’re proud of what we’ve achieved in 2024, including processing more refunds before Christmas and reaching key milestones for our clients. As we prepare for 2025, we’re excited to share valuable insights and strategies to help you get the most from your SMSF.

Here’s what’s featured in the latest edition of The Trustee:

• FEATURE ARTICLE: SMSF & Retirement: Spending Strategy
• Options when an LRBA has been repaid?
• Quick Stats: Superannuation and SMSF Trends
• Objective of Superannuation
• How Division 293 tax affects high-income earners and super contributions
• Just the Facts with Shish: Don’t Overlook Your Superfund Auditor Management Letter
• EDITORIAL: Comprehensive Checklist & Expert Guidance

?? Read the full newsletter here

Thank you for your ongoing support throughout the year. Wishing you and your loved ones a safe and joyful Christmas.

See you in 2025,

The Supervision Team