SMSF Planning Checklist (2013) We sent our client the attached checklist to assist them in the following areas: Checking you have completed all year end SMSF transactions Regulatory changes which impact Trustees preparing information for the audit of their funds for the year ended 30 June 2013 SMSF regulatory changes for the upcoming year which you may need to consider in planning for the … Continue reading SMSF Year-end Planning 30 June 2013