Important SMSF considerations before June 30 | Bell Direct’s SMSF expert Olivia Long

Bell Direct
June 15, 2021

With the end of the 2021 financial year just around the corner, Jessica Amir caught up with Bell Direct SMSF expert Olivia Long.

Olivia shares a strategy for SMSF investors that many accountants may not be aware of, plus, she provides some words of wisdom for those that take advantage of salary sacrificing.

In this video Olivia covers: –

  • (0:35) The importance of topping up your super if you’re still working, or why you might need to take money out before June 30 – if you’re retired
  • (0:56) How you can claim a tax deduction this current year
  • (2:10) Three key considerations for SMSF investors

SMSF Trust Deed

Olivia Long
April 2, 2020

Switching your SMSF to us

Olivia Long
April 2, 2020

Setting up your SMSF

Olivia Long
April 2, 2020

Key Benefits of an SMSF

Olivia Long
April 2, 2020

The Bell Direct SMSF Service

Olivia Long
April 2, 2020

Bell Direct SMSF online portal demo

Bell Direct
October 7, 2019