Superannuation

FED

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.