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SMSF DIY guide : everything you need to successfully set up and run your own self managed superannuation fund /

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...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Henderson, Sam
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Milton, Qld. : Wright, 2012.
Temas:
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)

MARC

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520 |a 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. 
505 0 |a SMSF DIY Guide: Everything you need to successfully set up and run your own self managed superannuation fund; Contents; Preface; About the Author; Acknowledgements; Chapter 1: Superannuation basics; What superannuation is-and is not; Why you need superannuation; Yes, superannuation can be confusing; Contributions-getting money into superannuation; How to get money out of super; Key points; Chapter 2: Is a self managed super fund right for you?; What is a self managed super fund?; Why is the number of SMSFs growing so rapidly?; How an SMSF can save you money 
505 8 |a Advantages and disadvantages of an SMSFHow much money do you need to set up an SMSF?; Other types of superannuation funds; Super choice: moving from one fund to another; Key points; Chapter 3: Setting up a self managed super fund; How easy is it to set up and run an SMSF?; What will I call the fund?; What is a trust deed?; What is a trustee?; Types of structure for an SMSF; Who can be a member and a trustee?; How many members will the fund have?; What are binding nominations of beneficiaries?; Opening a bank account; How to roll your funds over into your new SMSF; Key points 
505 8 |a Chapter 4: Running a compliant fundWhat will happen when you get it wrong; Following the rules; Arm's length transactions; What you need to do next; Investment strategy; Record keeping and minutes; Accounting; Where to get help; Key points; Chapter 5: Types of investment; Income and growth; Cash; Fixed interest; Shares; Property; Derivatives; Key points; Chapter 6: Portfolio management and asset allocation; Your risk profile; Risk management; Key points; Chapter 7: Borrowing in super to buy shares or property; How borrowing works in super; Self-funding instalment warrants to purchase shares 
505 8 |a Using instalment warrants to purchase propertyConditions of borrowing money in your SMSF; Buying property in your SMSF versus in your own name; What type of property can a self managed superannuation fund own?; Key points; Chapter 8: Risk management and insurance in your fund; What personal insurance is available?; Key points; Chapter 9: Pre-retirement planning and dealing with redundancy; The importance of pre-retirement planning; What is retirement?; When to retire; Holidays and long service leave-take it or leave it; Planning for retirement and major expenses 
505 8 |a How much will I need to retire?Structuring your investments for retirement; Tips to boost your super before retirement; Redundancy; Transition to retirement income stream; Key points; Chapter 10: Retirement and how to eliminate tax forever; Can I go back to work after I retire?; Can I contribute to super if I retire?; Types of retirement benefits; Account-based pensions; Re-contribution strategy; What if one partner has a pension and the other is in accumulation mode?; How to set up your account-based pension; What happens to my transition to retirement income stream (TRIS) at retirement? 
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