SMSF - white papers

DISCLAIMER
  • Firm of Business Accountants and Tax Advisers situated in Southern Suburbs of Brisbane.
  • Established in 1980 and have a staff of 12 professional and happy client managers.
  • Complete work for a full range of clients from Small to Medium Size business.
  • SMSF work is a specialty. Includes consulting, accounting, taxation and also audit.

The following update for 2011 is provided as general information only and therefore does not constitute financial advice in any way. None of the information provided takes into account your personal circumstances, objectives or financial situation.

The presentations are advice for this period of time only and cannot be relied upon as being accurate for the future as changes occur in legislation and rulings most frequently. You must determine if the general information is appropriate for your circumstances and it is advised that you speak with us further for specialised targeted advice for your situation.

   
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  Changes to Super for Individuals
  Thinking about a Self Managed Super Fund
  Setting up a Self Managed Super Fund
  Running a Self Managed Super Fund
  Winding up a Self Managed Super Fund
  Letter re Process of Closing Down SMSF
  Minutes for Fund to make a redemption and send the money directly to another investment
  Minutes for Superannuation Fund to make a redemption from an investment
  Minutes for Superannuation Fund to make an investment
  Minutes to pay expenses from the Fund's Bank Account
  Minutes to open a Share Trading and Chess Account
  Superannuation Fund Investment Strategy
  Redoing the Deed
  Can I make my SMSF a Listed Beneficiary in my Discretionary Trust?
  ATO puts more pressure on Breach of Excess Contributions
  The Superannuation Fund Investment Stratagy
  Employee Choosing a super fund
  CommSec - Off Market Transfer
  Superannuation Contribution Splitting
  A Viable Alternative
  New facility for SMSF trustees
  New SMSF Borrowing Laws
  Choosing a trustee structure for your superfund
  Floods – SMSF
  SMSF Benefit Payments
  Contribution Caps Good News
  What the ATO is targeting with SMSF’s for 2011/2012?
  When does a SMSF need an Actuary Certificate?
   
 

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Servicing:
Brisbane, Woodridge, Springwood, Slacks Creek, Beenleigh
Central Qld – Taxation and SMSF (Mining Triangle): Emerald, Tieri, Moranbah, Mt Isa, Rockhampton, Gladstone, Mackay, Blackwater, Blackall, Middlemount, Pt Headland, Karratha

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