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Self Managed Superannuation Fund Handbook: A Practical Guide to Starting and Managing Your Own Fund

ISBN: 978-0-7314-0492-6
240 pages
September 2011, Wrightbooks
Self Managed Superannuation Fund Handbook: A Practical Guide to Starting and Managing Your Own Fund (0731404920) cover image
In The Self Managed Superannuation Fund Handbook, tax and superannuation specialists Barbara Smith and Dr Ed Koken show you how to take advantage of the simplified do-it-yourself superannuation and pension rules, and how to get the best out of your investments in the most tax-friendly way. This practical handbook covers:
  • why you should set up and run your own fund
  • investment options and strategies
  • taxation tips and traps in running your fund
  • accessing your retirement savings as pension

This book is full of information for investors setting up or already running an SMSF, and professionals who provide superannuation and retirement planning advice to clients with SMSFs.

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Introduction xvii

Outline of this handbook xix

About the authors xxi

PART I — INTRODUCTION TO SELF MANAGING SUPERANNUATION

1 Controlling your own superannuation 3

2 Investment and taxation benefi ts of superannuation 23

3 Self managed superannuation funds versus fund managers 33

4 The self managed superannuation fund — a separate entity 43

PART II — STARTING AND MANAGING A SELF MANAGED SUPERANNUATION FUND

5 How to get a self managed superannuation fund started 51

6 Complying with legal requirements and restrictions 69

7 Continuing administration 85

8 Superannuation contributions 95

9 Retiring with superannuation 109

PART III — UNIVERSAL INVESTMENT CONCEPTS

10 Investing the fund’s capital 121

11 Sharemarket investments 131

12 Direct property investments 139

13 Interest-bearing investments 151

14 Other investments 159

PART IV — INVESTMENT MANAGEMENT OF SELF MANAGED SUPERANNUATION FUNDS

15 Setting up an investment strategy for the fund 167

16 Balancing superannuation and personal investment portfolios 173

17 Allocation of capital to different investment areas 179

18 Effective management of investments 183

19 Investment information and advice 193

Appendix: Maximum tax deductions and reasonable benefit limits for 2006–07 201

Maximum deductible contributions 201

Tax deduction for self-employed people and 'unsupported' members 201

Reasonable benefi t limits (RBLs) 202

Index 203

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