You have no items in your shopping cart.

SMSF DIY Guide

SMSF DIY Guide Everything you need to successfully set up and run your own Self Managed Superannuation Fund

  • Author:
  • Publisher: Wrightbooks
  • ISBN: 9780730377238
  • Published In: January 2012
  • Format: Paperback , 272 pages
  • Jurisdiction: International ? Disclaimer:
    Countri(es) stated herein are used as reference only
Out of stock
OR
  • Description 
  • Contents 
  • Details

    Straightforward and easy-to-understand guide to the basics of self managed super funds 

    The SMSF DIY Guide is an authoritative, up-to-date and accessible guide to the pros and cons of running a self managed super fund. In plain English, financial advisor, Sam Henderson tells you what you need to know to set up and run a SMSF and ensure that all members fully meet their legal obligations, while outlining proven investment strategies, including those for shares, property, gearing and fixed interest.

    • Filled with practical, how-to information, supplemented with real life case studies
    • Covers all the bases, including setting up and administering a compliant fund, asset allocation and investments, risk management and insurance, retirement and eliminating tax, financial planning, estate planning, tax reduction strategies and much more
    • Steps you through the process of creating your own one-page financial plan outlining your investment strategy.
    • Written by one of Australia's most well known and respected financial advisors
  • Preface vii

    About the author ix

    Acknowledgements xi

    1 Superannuation basics 1

    2 Is a self managed super fund right for you? 19

    3 Setting up a self managed super fund 33

    4 Running a compliant fund 45

    5 Types of investment 67

    6 Portfolio management and asset allocation 91

    7 Borrowing in super to buy shares or property 105

    8 Risk management and insurance in your fund 125

    9 Pre-retirement planning and dealing with redundancy 137

    10 Retirement and how to eliminate tax forever 157

    11 Estate planning 173

    12 10 strategies to reduce your tax and boost your super 187

    13 Financial planning and next steps 211

    Glossary 221

    Index 229

You may also be interested in these books:

Drafting Employment Documents for Expatriates, 2nd Edition
Drafting Employment Documents for Expatriates, 2nd Edition

List Price: HKD 1,350.00

HKD 1,309.50 Save HKD 40.50 (3%)

How to Lead a Values-Based Professional Services Firm: 3 Keys to Unlock Purpose and Profit
How to Lead a Values-Based Professional Services Firm: 3 Keys to Unlock Purpose and Profit

List Price: HKD 400.00

HKD 388.00 Save HKD 12.00 (3%)

Armstrong's Handbook of Human Resource Management Practice, 16th Edition
Armstrong's Handbook of Human Resource Management Practice, 16th Edition

List Price: HKD 625.00

HKD 606.25 Save HKD 18.75 (3%)

Individual Income Tax Planning for Expatriates in China, 6th Edition
Individual Income Tax Planning for Expatriates in China, 6th Edition

List Price: HKD 1,280.00

HKD 640.00 Save HKD 640.00 (50%)

Hong Kong Employment Law: A Practical Guide, 5th Edition
Hong Kong Employment Law: A Practical Guide, 5th Edition

List Price: HKD 1,500.00

HKD 1,455.00 Save HKD 45.00 (3%)

The Employee Experience: How to Attract Talent, Retain Top Performers, and Drive Results
The Employee Experience: How to Attract Talent, Retain Top Performers, and Drive Results

List Price: HKD 280.00

HKD 271.60 Save HKD 8.40 (3%)

Butterworths Employment Law Handbook 2023
Butterworths Employment Law Handbook 2023

List Price: HKD 3,451.00

HKD 3,347.47 Save HKD 103.53 (3%)

Hiring Greatness: How to Recruit Your Dream Team and Crush the Competition
Hiring Greatness: How to Recruit Your Dream Team and Crush the Competition

List Price: HKD 270.00

HKD 261.90 Save HKD 8.10 (3%)

Employees' Intellectual Property Rights, 2nd Edition
Employees' Intellectual Property Rights, 2nd Edition

List Price: HKD 1,850.00

HKD 1,794.50 Save HKD 55.50 (3%)

Employment Law and Practice in Hong Kong, 2nd Edition
Employment Law and Practice in Hong Kong, 2nd Edition

List Price: HKD 4,701.00

HKD 4,559.97 Save HKD 141.03 (3%)

International Employment Law Disputes
International Employment Law Disputes

List Price: HKD 2,100.00

HKD 2,037.00 Save HKD 63.00 (3%)

Settlement of Individual Employment Disputes
Settlement of Individual Employment Disputes

List Price: HKD 1,687.50

HKD 1,636.88 Save HKD 50.62 (3%)

Developing Human Capital
Developing Human Capital

List Price: HKD 600.00

HKD 582.00 Save HKD 18.00 (3%)

Managing Employment Relations, 7th Edition
Managing Employment Relations, 7th Edition

List Price: HKD 600.00

HKD 582.00 Save HKD 18.00 (3%)

Performance Management
Performance Management

List Price: HKD 312.50

HKD 49.00 Save HKD 263.50 (84%)