John Wiley & Sons Self Managed Superannuation Fund Handbook Cover In The Self Managed Superannuation Fund Handbook, tax andsuperannuation specialists Barbara Smith an.. Product #: 978-0-7314-0492-6 Regular price: $27.01 $27.01 Auf Lager

Self Managed Superannuation Fund Handbook

A Practical Guide to Starting and Managing Your Own Fund

Smith, Barbara

Cover

Softcover
Wiley & Sons Ltd

ISBN: 978-0-7314-0492-6
John Wiley & Sons

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In The Self Managed Superannuation Fund Handbook, tax andsuperannuation specialists Barbara Smith and Dr Ed Koken show youhow to take advantage of the simplified do-it-yourselfsuperannuation and pension rules, and how to get the best out ofyour investments in the most tax-friendly way. This practicalhandbook 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 oralready running an SMSF, and professionals who providesuperannuation and retirement planning advice to clients withSMSFs.

Introduction xvii

Outline of this handbook xix

About the authors xxi

PART I -- INTRODUCTION TO SELF MANAGINGSUPERANNUATION

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 entity43

PART II -- STARTING AND MANAGING A SELF MANAGEDSUPERANNUATION 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 SELFMANAGED SUPERANNUATION FUNDS

15 Setting up an investment strategy for the fund 167

16 Balancing superannuation and personal investment portfolios173

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 reasonablebenefit limits for 2006-07 201

Maximum deductible contributions 201

Tax deduction for self-employed people and 'unsupported' members201

Reasonable benefi t limits (RBLs) 202

Index 203