This complete guide to self-managed funds gives readers the tools that they need to establish and get the best out their funds. The book will cover everything from establishing an SMSF to managing one, paying out benefits and winding it up.
Paperback
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Summary
This complete guide to self-managed funds gives readers the tools that they need to establish and get the best out their funds. The book will cover everything from establishing an SMSF to managing one, paying out benefits and winding it up.
Description
RE: Self Managed Superannuation Funds: A Survival Guide
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.
About the Author
Max Newnham is a qualified chartered accountant who has spent more than 30 years working with large and small businesses and individuals helping them achieve their maximum potential. Max takes complicated accounting and financial subjects and presents them to clients and readers in way that they can be understood and solved. Max has recently attained the designation of Certified Financial Planner. Max has a regular column with The Age and also appears occasionally in The Sydney Morning Herald. Max is the author of The GST Survival Guide - for Families and Small Business (Fairfax), Super Made Simple: A Survival Guide (Fairfax) and Tax For Small Business: A Survival Guide (Wrightbooks).
Back Cover
RE: Self Managed Superannuation Funds: A Survival Guide 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.
RE: Self Managed Superannuation Funds: A Survival Guide 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.
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