EOFY SMSF Requirements and Updates

This event has finished.

Tuesday, 16 June I 1:00pm - 2:00pm EST / 11:00am - 12:00pm WST


As the financial year draws to a close in a year filled with turmoil, it is important that SMSF trustees remain aware of a number of matters important to year-end.

You are invited to join Katie Timms for an end of financial year review of the SMSF requirements for year-end and changes due to the COVID economy we are in.

Timing of contributions and pensions, the requirements for market values of assets and addressing issues raised by an auditor plus all the other matters that should be considered by 30 June will be addressed.

asset_26.pngKatie Timms, Director and National Head of Superannuation and SMSF services at RSM will also discuss:

  • Contributions caps & opportunities
  • Pension changes
  • TBAR reporting
  • Lease requirements
  • Rent relief from COVID
  • Market valuations



Date: Tuesday, 16 June 2020

Time: 1:00pm - 2:00pm EST / 11:00am - 12:00pm WST



Katie Timms

Director and National Head of Superannuation and SMSF services

Katie is a Director of the Business Advisory division in Perth. Katie has been with RSM since 2005 and has specialised in superannuation since commencing work as an accountant in 2000. She has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition and tax saving strategies, structural assistance and estate planning.

Katie provides advice and assistance to trustees, accountants and financial advisors, and heads up the National Superannuation Committee. Katie provides regular technical updates for the Institute of Public Accountants, and has presented for the Tax Institute of Australia, Legalwise and TV Ed. She has been published in the Australian Financial Review, the West Australian and Farm Weekly.

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Event location

This event is a webinar using Zoom.


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