Self Managed Superannuation Fund Guide 2nd Edition

By B. Smith, By Dr Koken, By Dr Davies

This practical, plain English guide takes you from the start-up of your self managed
superannuation fund (SMSF) to estate planning, the death of a member and final wind up
of your SMSF and everything in-between, including how to set up and then use your SMSF
to create wealth from the various types of contributions that your SMSF can accept, cap
and threshold limits and changes for 2022-23 and 2023-24 (also in a handy Appendix) and
various investment choices available. We have added sections on family law and the SMSF
Annual return to the ATO. When you want to withdraw your super benefits, we explain the
rules that apply and how to set up and pay an income stream from estate planning, and
the distribution of a member’s superannuation on death and much, much more. Whilst
most people with superannuation are aware that their super will give them a lump sum of
money or income when they retire, more people are increasingly looking at the available
options to build more wealth and we explain the alternative ways to build and protect
retirement savings in a tax effective way. Our Keep It Super Simple (KISS) approach shows
how to manage your superannuation money within your SMSF simply.
Key features and inclusions:
▪ setting up and running your SMSF
▪ superannuation accumulation phase and contributions
▪ investment choices
▪ family law and super
▪ the Annual return to the ATO
▪ superannuation retirement phase and withdrawals
▪ estate planning and death benefits
It is a valuable tool for everyone contemplating or currently involved in the SMSF option,
including trustees, individual members and professional accountants and advisers and
people with money already in superannuation.

By B. Smith, By Dr Koken, By Dr Davies

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