The Essential SMSF Guide

Author: Tony Negline
Publisher: Thomson Reuters
Publish Date: 01/05/2013

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The Essential SMSF Guide

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Specifically designed for trustees, financial planners, accountants, academics and students, The Essential SMSF Guide provides practical guidance on the ongoing operational and administrative issues of an SMSF. The Guide covers the broad range of SMSF issues including the taxation implications of the investment rules, designing a pension, and the payment of benefits.

To assist with understanding of the wider nature of SMSFs, the Guide covers related topics such as aged care, bankruptcy and the financial planning process for SMSF Trustees; and includes a practical toolkit containing over 90 documents and templates, including relevant ATO and ASIC documents. 

Endorsed by Chartered Accountants Australia and New Zealand, The Essential SMSF Guide is a must-have guide for a comprehensive, yet highly practical insight.

What's New in The Essential SMSF Guide

  • Impact of the superannuation changes in the 2019 Federal Budget including details of ATO administrative guidance
  • Details about accessing the new downsizer contributions
  • Commentary on latest Court and Administrative Tribunal cases including commentary on the Aussiegolfa case
  • Latest ATO rates and thresholds.

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