SMSF Guide, 6th Edition

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Current issues and strategies for the funds adviser

Now in its sixth edition, the SMSF Guide is still the first choice for funds advisers across the country.

Incorporating case studies and real-life examples, you’ll find expanded, in-depth coverage of the latest strategies in the SMSF Guide.

Jemma Sanderson, CTA, looks at recent developments, rulings and important cases and covers tax-effective SMSF strategies, offering expert tips to ensure that you avoid common and costly mistakes.

Take a look at our FREE top ten trips and traps for SMSF advisers on our blog.

Available as handy print and eBook editions or an updating online version.

What’s new in SMSF Guide, 6th Edition:

  • consideration of the new rules with respect to excess concessional contribution refunds
  • review of the potential opportunities available with respect to the excess concessional contribution refunds and the traps to watch out for
  • reserving strategies in practice - TD 2013/22 and the ATO's processes and procedures to ensure strateies are implemented correctly
  • sustaining the superannuation contribution concession and the application of the additional 15% tax
  • review of the finalised TR 2013/5 with respect to Exempt Current Pension Income upon the death of a pension member
  • consideration of the non-arm’s length income provisions, including recent private rulings with respect to nil interest loans to SMSFs from a related party
  • TD 2014/7 and the segregation of bank accounts and other assets in a superannuation fund
  • a review of recent cases with respect to the death of a member, particularly the operation of BDBN's, trustee discretion and the importance of full consideration of the succession of a SMSF.

Key features and benefits:

Outlining the latest strategies for managing your clients' contributions and opportunities, this title considers tax-effective SMSF strategies, and covers:

  • excess contribution cases – the ATO versus the taxpayer – what to look out for when applying for discretion to maximise chances of success
  • how the new contribution refund provisions operate and the issues and opportunities to consider for clients
  • the treatment of assets supporting income streams upon the passing of a member
  • recent cases and ATO guidance with respect to superannuation
  • superannuation contributions – what’s changed, areas of concern, ATO practice, and new rules to keep in mind.

 Online subscription also available, including:

  • unlimited online book access for 12 months, with updates
  • interactive eLearning with reference links back to the online book
  • 3 structured CPD hours
  • cross-references and links to relevant ATO materials
  • a copy of the eBook edition, at no extra cost.

Purchase your print copy with your online version as a package and you’ll save 25% and receive the eBook edition free.

Also available on the Tax Knowledge eXchange

Alternatively, subscribe to the Tax Knowledge eXchange with our online books option and you'll receive full online access to the SMSF Guide, seven other practical guides, a host of additional content and up to 20 CPD hours. Find out more.

About our author

Jemma Sanderson, CTA, 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.