SMSF guide : current issues and strategies for the self-managed superannuation funds adviser / by Jemma Sanderson
By: Sanderson, Jemma.Publisher: Sydney : The Tax Institute, 2017Edition: 8th edition.Description: 562 p.; 24cm.ISBN: 9780994565730.Subject(s): Self-managed superannuation funds (SMSF) | Pensions | Australia | Retirement | Planning | Finance, Personal | Termination payments | Superannuation
|Item type||Home library||Call number||Status||Date due||Item reserves|
|Book||Australia||345.17 SAN 2017 (Browse shelf)||Issued||05/02/2019|
Introducing SMSFs -- Role and responsibilities of trustees in establishing an SMSF -- Contributions to superannuation -- Employment termination payments/redundancy -- CGT small business concessions and superannuation -- Investing within an SMSF -- Superannuation interests -- Insurance in superannuation -- Bankruptcy and superannuation -- Pensions, lump sums and accessing superannuation -- Superannuation and estate planning -- Audit issues - Other SMSF issues.
Designed around the life cycle of an SMSF, the guide provides an update on recent developments and the practical implications that affect your clients. With strong analysis of current superannuation strategies, you will be able to consolidate your knowledge, provide strategic advice and add value to your clients' investments.