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Index
Cover
Table of Contents
Title Page
Foreword
Chapter 1: The superannuation scheme: removing the mystique
How you're taxed in Australia
Four types of super funds
Reading the fine print: what you need to do
Taking that first step: making a ;contribution
The two phases of superannuation
Superannuation Complaints Tribunal
Getting professional help
Useful references
Chapter 2: Long-term commitment: how much you need to accumulate
It's not your money until you retire
How much should you put into super each year?
Let the good times roll: income in ;retirement
Useful references
Chapter 3: Setting up a self managed super fund: the good, the bad and the ugly
Do-it-yourself super funds
Getting started: the steps you need to complete
Useful references
Chapter 4: Running a self managed super fund: the rules you have to follow
Approved auditor
Sole purpose test
Loans and financial assistance to ;members
Acquiring assets from related parties
Borrowings
Separation of assets
Keep proper records
Investment strategy
Useful references
Chapter 5: Building the nest egg: making a super contribution
Making a contribution
Federal government concessions
Self-employed contributions
Rollovers from other complying superannuation funds
Partnerships and superannuation
Useful references
Chapter 6: Sharing your wealth: taxing your accumulated benefits
How the Australian tax system works
Contributions and taxation
The accumulation phase
The pension phase
Useful references
Chapter 7: Building wealth: accumulating retirement benefits
Investment strategy
General investment principles
Useful references
Chapter 8: Accessing your super fund benefits: enjoying the spoils
Conditions of release
Pensions
Lump sum withdrawals
Receiving a super pension from an SMSF
Useful references
Chapter 9: Death and taxes: superannuation death benefits
Dependants and non-dependants
Binding death benefit nomination
Superannuation death benefit ;pensions
Superannuation lump sum death ;benefits
Useful references
Appendix A: Key tax and superannuation rates
Appendix B: Key tax cases relating to superannuation
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