02/06/2026
As we head towards 30 June, we're having a lot of conversations with clients about their SMSFs.
For some, it's making sure planned contributions are completed in time. For others, it's checking pension requirements, fund records and understanding what changes are coming from 1 July.
Every fund is different, but there are a few common things worth reviewing before the end of the financial year.
We've summarised them here:
https://hta.com.au/self-managed-super-fund-a-few-things-worth-checking-before-30-june/
If you have questions about your SMSF, please reach out to the HTA team.