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SMSF Guide, 7th edition

The SMSF Guide is 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.

Current as at 31 October 2015.

What’s covered in SMSF Guide, 7th Edition:

  • consideration of the new rules with respect to the refund of excess concessional and non-concessional contributions, including the practical operation of the provisions
  • contribution reserving strategies in practice, particularly in light of recent ATO changes
  • withdrawal and recontribution strategies in practice
  • segregating assets in superannuation – the practicalities and tips and traps
  • a review of recent cases with respect to the death of a member, particularly the operation of binding death benefit nominations, trustee discretion and the importance of full consideration of the succession of an SMSF; and
  • consideration of the non-arm’s length income provisions, including recent ATO guidance with respect to limited recourse borrowing arrangements and nil interest loans to SMSFs from a related party, and the features of a commercial arrangement.

Key features and benefits

Outlining 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.
Members: Usually $195.00. Non-members: $220.00 - save 50%.


Available: In Stock
Price: $110.00
Item Code: SMSF

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