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
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- Full Commentary - Self Managed Superannuation Fund“null”
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Reference materials- Overview“Superannuation is a form of savings plan for retirement encouraged by the Federal Government. By providing obligations on certain persons to contribute to superannuation (employers through the superannuation guarantee arrangements) and providing incentives to others (by the provision of taxation ...”
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- A. Getting the matter underway
- B. Establishing a self managed superannuation fund
- C. Investment strategies
- D. Amending self managed superannuation funds
- E. Pensions
- F. Death benefits
- G. Member or related party transfers to and from a SMSF
- H. SMSF borrowing
- I. Finalising the matter
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