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
Business Structures and the Comparative Table“null”This excerpt is a preview of the full publication. You can Subscribe Now and gain immediate access to the complete publication.
- Overview“This publication is designed to assist with the set-up of a new business structure, the acquisition of an existing structure and the change from one structure to another by covering the essential elements, advantages and disadvantages of each possible structure in relation to income tax, capital ...”
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A. Comparative table- B. The structures
- C. Comparing the structures
- D. Other considerations
- Appendix – Example sale structures from a tax perspective“Example 1 – Tax advantages of a vendor selling shares Tax advantages of a vendor selling shares in the company rather than the company selling the business”
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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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