The SMSF Manual is the only resource you will need to manage an SMSF for your clients.
It is a step-by-step guide covering all things SMSF, except the provision of financial advice that is covered by the AFSL regime. When your clients instruct you to act on their behalf, be confident that you are completely equipped to execute their instructions correctly and effectively.
The SMSF sector has evolved from a fledgling industry to the major vessel for Australia’s retirement savings. To help you meet the demand of this continuing trend we explain complex issues in plain English so you can focus on more areas of your client’s affairs.
Choose from a yearly printed edition or a yearly digital subscription with quarterly updates. This manual covers all the changes to the legislation and regulations.
The manual includes:
- Introduction to SMSFs
- Setting up an SMSF
- Contribution strategies
- Tax issues for SMSFs
- Managing an SMSF
- Superannuation benefits
- Taxation of superannuation benefits
- Pension strategies
- Limited resource borrowing arrangements
- Investment strategies
- Accessing pensions and government benefits
- Bankruptcy, death and winding up
- SMSF audit
- Regulatory penalties, breaches and sanctions.
The digital version of the SMSF Manual is included in membership with quarterly updates. See what membership type works for you.