Securing Your Superannuation Future How to Start and Run a Self Managed Super Fund

by Dixon, Daryl

• ISBN13: 9780730377788
• ISBN10: 0730377784
• Edition: 1st
• Format: Paperback
• Copyright: 2012-06-05
• Publisher: Wiley

Summary

A goldmine of practical information for anyone considering setting up an SMSF. One Australia's foremost investment experts helps readers decide if an SMSF is the right choice for them and shows them how to start and run one for long-term success While self managed super funds offer participants many advantages, they also carry certain risks and responsibilities. What is an SMSF, and how does it compare to other available options? How do I establish an SMSF and transfer funds to it? How will I access benefits? How do I build an SMSF investment portfolio? Securing Your Superannuation Future supplies complete answers to these and all readers' questions regarding SMSFs. Investment expert and personal finance adviser Daryl Dixon has more than 20 years' experience in this field. Written in plain English, this book will help anyone wondering if an SMSF is the right choice for them.

Author Biography

Daryl Dixon has provided advice on super, tax, investments and social security issues to personal clients for more than 25 years. He regularly contributes to newspapers and magazines, such as The Canberra Times and Smart Investor, while continuing to run his own consultancy firm, Dixon Advisory.

Table of Contents

About the author vii

Acknowledgements ix

Preface xi

1 Is an SMSF right for you? 1

2 SMSF pre-setup checklist 13

3 The SMSF setup phase 47

4 Making contributions to your SMSF 61

5 How to construct your SMSF investment portfolio 89

6 Investment rules 135

7 Accessing your SMSF benefi ts 157

8 Insurance in your SMSF 187

9 Estate planning and protecting your SMSF 197

Conclusion 227

Index 229