SMSF Guide 2010

Available April 2010

Current issues and strategies for the self managed superannuation funds adviser


BONUS: Superannuation Roadshow DVD 2010
By Jemma Sanderson, Coopers Partners Financial Services

Based on the Taxation Institute's popular Superannuation Roadshow series, the second edition of this popular publication takes an in-depth and expanded look at the critical issues relating to the latest superannuation strategies for 2010.

Designed around the lifecycle of a Self-Managed Superannuation Fund, SMSF Guide 2010 provides an update on recent developments and the practical implications that affect your clients.

With strong analysis of current superannuation strategies, you will be able to consolidate your knowledge, provide strategic advice and add value to your clients' investments, especially in a time of economic uncertainty.

SMSF Guide 2010 is written exclusively by successful practicing industry experts. It is a practical guide designed for specialist SMSF advisers, tax practitioners and financial planners who advise superannuation fund trustees and fund members.

New sections and updates for 2010 include:

  • The impact of the Henry Tax review on SMSFs and superannuation;
  • Strategies to manage excess contributions;
  • What is a contribution - the ATO's view and the implications for SMSFs;
  • Exempt current pension income - what happens when a pension member passes away; and
  • How the Cooper Review may impact SMSFs and superannuation.
Key topics include:

  • Establishing an SMSF
  • Contributions to superannuation - issues and strategies
  • Small Business Concessions and SMSFs
  • Investing within a SMSF
  • Borrowing in SMSFs
  • Superannuation interests and insurance
  • Bankruptcy and superannuation
  • Superannuation and estate planning
  • Exempt current pension income
  • SMSF audits and more.
Key features and benefits: 

  • Provides an analysis of the impact on superannuation of the Henry and Cooper Reviews;
  • Outlines the latest strategies in the current market;
  • Clearly highlights recent developments, rulings and important cases;
  • Considers tax-effective SMSF strategies; and 
  • Offers expert tips to ensure you avoid common and costly mistakes
  • BONUS: Superannuation Roadshow DVD 2010