SMSF Guide 2012
Current issues and strategies for the funds adviser
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| Book only | |
| $195 Member |
$220 Non-Member |
| Online Subscription Package (3 CPD Hours) | |
| $220 Member |
$245 Non-Member |
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Authored by Jemma Sanderson, Cooper Partners Financial Services
Following sold-out previous imprints, the SMSF Guide is now in its fourth edition and it remains the leading title in the market. Incorporating case studies, issues and real-life examples from our Superannuation Roadshow 2012, it takes an expanded, in-depth look at the latest superannuation strategies and the critical issues relating to each.
Highlighting recent developments, rulings and important cases, and considering tax-effective SMSF strategies, you'll also find expert tips to ensure that you avoid common and costly mistakes.
New sections and updates in SMSF Guide 2012 include:
- impact of SMSFR 2011/D1 on borrowing within funds;
- strategies to consider with respect to TR 2011/D3, its impact on clients and their estate planning objectives;
- contribution reform and eligibility for extension of the $50,000 cap and $10,000 refund;
- tips and traps with respect to incorrect contribution reporting and excess contributions tax refunds;
- Cooper Review initiatives and areas of concern for clients; and
- an update on contribution reserving.
- outlines the latest strategies for managing clients' contributions and opportunities;
- includes recent developments, rulings and important cases;
- considers tax-effective SMSF strategies; and
- provides expert tips to ensure that you avoid common and costly mistakes.
- unlimited online book access for 12 months;
- interactive eLearning with reference links back to the online book;
- 3 CPD hours allocated to the purchaser; and
- online book updates and email alerts.
Purchase the printed book and online subscription together as a package and save 25%.
Alternatively, subscribe to the Tax Knowledge eXchange with our online books option and you'll receive full online access to the SMSF Guide and a host of additional content. Find out more.
About our author
Jemma Sanderson is a Principal of Cooper Partners Financial Services, heading up its SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups.
