Self Managed Superannuation Funds: A Survival Guide
December 2010, Wrightbooks
Self managed superannuation funds (SMSFs) are the fastestgrowing sector of the superannuation industry. It’s no wonder, given the almost unlimited investment options available with SMSFs — including investing in property, unlisted managed funds and collectables. So, is it time you joined the increasing number of Australians taking control of their fi nancial future with an SMSF?
Self Managed Superannuation Funds: A Survival Guide will help you manage one of the most important fi nancial assets you’ll ever own.
Topics covered include:
determining if an SMSF is for you
selecting your own investments
setting up your super fund
managing the paperwork
understanding trustees’ duties
complying with legislation
implementing tax-saving strategies.
1 The history of superannuation.
2 Fund types and self managed super.
3 The technical stuff.
4 Tax and superannuation.
5 The rules of the SMSF game.
6 Setting up an SMSF.
7 Running an SMSF.
8 Documentation for SMSFs.
9 Superannuation strategies.
10 Making good investments.
11 Questions and answers.
Appendix: super figures and tables.