Self Managed Superannuation FundFED
This valuable publication provides a guide to superannuation law, as it applies to self managed superannuation funds, allowing advice to be given to clients with confidence.
2 Matter Plans
Overview
This valuable publication provides a guide to superannuation law, as it applies to self managed superannuation funds, allowing advice to be given to clients with confidence.
The law is explained simply and comprehensively, and is accompanied by a detailed matter plan and a full suite of precedents, including everything needed to set-up, run, and amend a self managed superannuation fund. A complex topic such as limited recourse borrowing is explained in straight forward and plain language.
Precedents provided with this publication include:
- SMSF trust deed and rules;
- Binding death benefit nomination;
- Example investment strategies;
- Library of resolutions for fund investments;
- Deed of amendment and rules;
- Deed of change of trustee;
- To do list – Limited recourse borrowing arrangement;
- Limited recourse borrowing deed.
The detailed Retainer Instructions ensures nothing is missed and the client is properly advised.
Ready To Use Resources
Choose from ready-to-use legal documents within this Publication.
2 Matter Plans Included
- 101 Costs Answers“null”
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- Overview“In the legal profession the term 'costs' refers to the fees that a practitioner charges a client for their professional services and includes other expenses and payments that arise out of the provision of legal services such as search fees in conveyancing matters and court fees in litigation. Costs ...”
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- A. Costs agreements
- B. Professional fees, disbursements and cost recoveries
- C. The invoice
- D. Termination of the retainer and liens
- E. Getting paid
- F. Debt recovery
Our Authors
More than 45 legal professionals have contributed to By Lawyers' Australian publications, all helping to ensure content is updated regularly to reflect changes in legislation, practice and procedure.
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