Self Managed Superannuation Funds: A Survival Guide

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John Wiley & Sons, Jan 27, 2012 - Business & Economics - 304 pages
RE: Self Managed Superannuation Funds: A Survival Guide

Self managed superannuation funds (SMSFs) are the fastestgrowing sector of the superannuation industry. It’s no wonder, given the almost unlimited investment options available with SMSFs — including investing in property, unlisted managed funds and collectables. So, is it time you joined the increasing number of Australians taking control of their fi nancial future with an SMSF?

Self Managed Superannuation Funds: A Survival Guide will help you manage one of the most important fi nancial assets you’ll ever own.

Topics covered include:

  • determining if an SMSF is for you
  • selecting your own investments
  • setting up your super fund
  • managing the paperwork
  • understanding trustees’ duties
  • complying with legislation
  • implementing tax-saving strategies.
 

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Contents

About the author
Fund typesand selfmanagedsuper What isasuperfund? The fivetypesof super funds What is aself managed superannuation fund?
The technical stuff
The rules of the SMSF game
Trustee behaviour test
Running anSMSF
Documentation for SMSFs
Purchasing investments Investment policy
Deathbenefits
Makinggood investments
Questions and answers
Taxand superannuation
Copyright

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About the author (2012)

Max Newnham is a qualified chartered accountant who has spent more than 30 years working with large and small businesses and individuals helping them achieve their maximum potential. Max takes complicated accounting and financial subjects and presents them to clients and readers in way that they can be understood and solved. Max has recently attained the designation of Certified Financial Planner. Max has a regular column with The Age and also appears occasionally in The Sydney Morning Herald. Max is the author of The GST Survival Guide - for Families and Small Business (Fairfax), Super Made Simple: A Survival Guide (Fairfax) and Tax For Small Business: A Survival Guide (Wrightbooks).

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