How to find the Tax Planning checklist

The Tax Planning webinar contains additional resources such as the Tax Planning checklist. These instructions will guide you to the checklist and how to download a copy.

1. Go to Smartersmsf.com

2.  Login > Platform login

3.  From the Dashboard select Learn > Webinars. This will take you to the Learn (training) platform.

4. Select Webinars to enter the library of webinars to watch a playback, complete any associated assessments, and access additional materials. Once the assessment has been completed, and passed, a CPD Certificate is generated.

5. From the Webinar listing, select 2024-05: SMSF Tax Planning (when it appears)

6. Tim Miller will be building a Tax Planning checklist, it will be available in the Materials area link. You can access the 2023 checklist too. Find the 2023-05: SMSF Tax Planning webinar and click to open.

Support 

You can get in contact with us:

  •          By Telephone on 1300 95 94 76
  •          By email us at: team@smartersmsf.com
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