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Bumper EOFY SMSF checklist

strategy
By David Busoli, SMSF Alliance
June 06 2024
5 minute read
david busoli ifa
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This checklist includes some items that aren’t exclusively end of financial year or SMSF-related but might be addressed at this time for convenience. Some items constitute financial advice, so require licensing or need closer analysis to ascertain applicability.

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