Details
Self Managed Superannuation Fund Handbook
A Practical Guide to Starting and Managing Your Own Fund1. Aufl.
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16,99 € |
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| Verlag: | Wiley |
| Format: | EPUB |
| Veröffentl.: | 24.01.2012 |
| ISBN/EAN: | 9781742169149 |
| Sprache: | englisch |
| Anzahl Seiten: | 400 |
DRM-geschütztes eBook, Sie benötigen z.B. Adobe Digital Editions und eine Adobe ID zum Lesen.
Beschreibungen
In <i>The Self Managed Superannuation Fund Handbook</i>, tax and superannuation specialists Barbara Smith and Dr Ed Koken show you how to take advantage of the simplified do-it-yourself superannuation and pension rules, and how to get the best out of your investments in the most tax-friendly way. This practical handbook covers: <ul> <li>why you should set up and run your own fund</li> <li>investment options and strategies</li> <li>taxation tips and traps in running your fund</li> <li>accessing your retirement savings as pension</li> </ul> <p>This book is full of information for investors setting up or already running an SMSF, and professionals who provide superannuation and retirement planning advice to clients with SMSFs.</p>
Introduction xvii <p>Outline of this handbook xix</p> <p>About the authors xxi</p> <p><b>PART I — INTRODUCTION TO SELF MANAGING SUPERANNUATION</b></p> <p>1 Controlling your own superannuation 3</p> <p>2 Investment and taxation benefi ts of superannuation 23</p> <p>3 Self managed superannuation funds versus fund managers 33</p> <p>4 The self managed superannuation fund — a separate entity 43</p> <p><b>PART II — STARTING AND MANAGING A SELF MANAGED SUPERANNUATION FUND</b></p> <p>5 How to get a self managed superannuation fund started 51</p> <p>6 Complying with legal requirements and restrictions 69</p> <p>7 Continuing administration 85</p> <p>8 Superannuation contributions 95</p> <p>9 Retiring with superannuation 109</p> <p><b>PART III — UNIVERSAL INVESTMENT CONCEPTS</b></p> <p>10 Investing the fund’s capital 121</p> <p>11 Sharemarket investments 131</p> <p>12 Direct property investments 139</p> <p>13 Interest-bearing investments 151</p> <p>14 Other investments 159</p> <p><b>PART IV — INVESTMENT MANAGEMENT OF</b> <b>SELF MANAGED SUPERANNUATION FUNDS</b></p> <p>15 Setting up an investment strategy for the fund 167</p> <p>16 Balancing superannuation and personal investment portfolios 173</p> <p>17 Allocation of capital to different investment areas 179</p> <p>18 Effective management of investments 183</p> <p>19 Investment information and advice 193</p> <p><b>Appendix</b>: M<b>aximum tax deductions and reasonable benefit</b> <b>limits for 2006–07 201</b></p> <p>Maximum deductible contributions 201</p> <p>Tax deduction for self-employed people and 'unsupported' members 201</p> <p>Reasonable benefi t limits (RBLs) 202</p> <p><b>Index 203</b></p>
<p><b>Barbara Smith</b> AM, CPA, CFP, FTIA, MTax, Mbus, Bed, Dip Financial Planning is a leading authority on superannuation and retirement planning in Australia.</p>
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