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”This excerpt is a preview of the full publication. You can Subscribe Now and gain immediate access to the complete publication.
- Overview“Costs are one of the most heavily regulated aspects of legal practice. The question of costs, including how to charge, when to charge, what to charge, and what needs to be disclosed to the client, is ever-present for lawyers. In general, lawyers are required to charge no more than a fair, ...”
This excerpt is a preview of the full publication. You can Subscribe Now and gain immediate access to the complete publication.
A. Costs agreements- B. Costs, disbursements and internal expenses
- C. The invoice
- D. Termination of the retainer and liens
- 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.
Meet Our Authors