Free SMSF Resources
Checklist
Sample Documents
Free SMSF Ebooks
SMSF Trust Deed – Guide for Accountants and Trustees
Content of a trust deed. What makes a quality SMSF trust deed. Key provisions in a quality trust deed. Trigger events for a trust deed update. Should you subscribe to annual update service? What is deed of variation. Reference to legal changes.
SMSF Legislative Changes Applicable from 1 July 2013
Essential SMSF legislative changes you must know for the 2013/2014 financial year. All changes are referenced to the legislation. Old rules and new rules comparison included. Implications of changes to your clients. Key rates and thresholds included.
limited Recourse Borrowing – Guide for Accountants and Auditors
History and structure of LRBA. How to implement LRBA to pass audit and avoid double stamp duty. Traps to be mindful when using borrowed funds to make repairs. How to borrow from related party. Accounting for LRBA. SIS legal references.