Planning for the year ahead: your SMSF monthly timeline

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Planning for the year ahead -  your SMSF monthly timeline

Managing your own super requires a plan and having a diary of events will help you prepare for the year ahead.  In this webinar, SMSF Association Head of Technical Peter Hogan will discuss the aspects you need to consider to step through the year with confidence, including your very own SMSF Yearly Planner for download.

We will discuss aspects such as:

  • Your overall investment objectives
  • Reviewing your returns from the previous year
  • Fund/member risk profile
  • Appropriate asset allocation
  • Time frame for retirement
  • Tax lodgements
  • Year-end planning

 

Presented by: Peter Hogan, Head of Technical, SMSF Association

Peter Hogan headshot

Peter Hogan is the SMSF Association's Head of Technical and one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member.

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2017-12-18T22:31:24+00:00