SMSF DIY Guide

SMSF DIY Guide PDF Author: Sam Henderson
Publisher: John Wiley & Sons
ISBN: 0730377253
Category : Business & Economics
Languages : en
Pages : 271

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Book Description
Straightforward and easy-to-understand guide to the basics of self managed super funds The SMSF DIY Guide is an authoritative, up-to-date and accessible guide to the pros and cons of running a self managed super fund. In plain English, financial advisor, Sam Henderson tells you what you need to know to set up and run a SMSF and ensure that all members fully meet their legal obligations, while outlining proven investment strategies, including those for shares, property, gearing and fixed interest. Filled with practical, how-to information, supplemented with real life case studies Covers all the bases, including setting up and administering a compliant fund, asset allocation and investments, risk management and insurance, retirement and eliminating tax, financial planning, estate planning, tax reduction strategies and much more Steps you through the process of creating your own one-page financial plan outlining your investment strategy. Written by one of Australia's most well known and respected financial advisors

SMSF DIY Guide

SMSF DIY Guide PDF Author: Sam Henderson
Publisher: John Wiley & Sons
ISBN: 0730377253
Category : Business & Economics
Languages : en
Pages : 271

Get Book

Book Description
Straightforward and easy-to-understand guide to the basics of self managed super funds The SMSF DIY Guide is an authoritative, up-to-date and accessible guide to the pros and cons of running a self managed super fund. In plain English, financial advisor, Sam Henderson tells you what you need to know to set up and run a SMSF and ensure that all members fully meet their legal obligations, while outlining proven investment strategies, including those for shares, property, gearing and fixed interest. Filled with practical, how-to information, supplemented with real life case studies Covers all the bases, including setting up and administering a compliant fund, asset allocation and investments, risk management and insurance, retirement and eliminating tax, financial planning, estate planning, tax reduction strategies and much more Steps you through the process of creating your own one-page financial plan outlining your investment strategy. Written by one of Australia's most well known and respected financial advisors

The One Page Financial Plan

The One Page Financial Plan PDF Author: Sam Henderson
Publisher: John Wiley & Sons
ISBN: 1118588509
Category : Business & Economics
Languages : en
Pages : 342

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Book Description
Managing your money and creating wealth has never been so easy with this simple, effective financial planning guide In The One Page Financial Plan, CEO and financial advisor Sam Henderson gives you a straightforward process for tailoring a financial plan that meets all your goals and needs. In fact, everything you need to comprehensively manage your money and create wealth can fit on one page. A comprehensive, step-by-step handbook for getting the most out of your money, The One Page Financial Plan is the perfect tool for managing your assets effectively, whether you're a young person just starting out, or an experienced professional preparing for retirement. You'll learn to manage your money, navigate tax laws, plan for the future, and much more—all in the easiest manner you can imagine. Offers simple, straightforward financial planning advice appropriate for anyone at any age Written by Sam Henderson, CEO and Senior Financial Adviser at Henderson Maxwell Includes the latest advice on money management and wealth creation Whether you're 26 or 62, you shouldn’t wait to take care of your money and plan for the future. The One Page Financial Plan makes taking control of finances as easy as one, two, three.

DIY Super For Dummies

DIY Super For Dummies PDF Author: Trish Power
Publisher: John Wiley & Sons
ISBN: 0730315355
Category : Business & Economics
Languages : en
Pages : 360

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Book Description
Taking control of your super is easier than you think Now in its third edition, DIY Super For Dummies contains all the expert information and advice you need to confidently set up and manage your fund, navigate the ever-changing super rules, and invest your fund wisely. Written in the straightforward but fun language that has defined the For Dummies brand for more than twenty years, this friendly and easy-to-follow guide helps you figure out if DIY super is the right way to go for your unique circumstances, shows you how to establish a self-managed super fund, highlights the many ways to contribute to your fund, considers how to make the most of the super tax incentives, and so much more. With comprehensive new content explaining recent super changes announced by the government, and guidance on SMSF changes that have occurred since publication of the previous edition, DIY Super For Dummies gives you unprecedented and independent information to help you make informed decisions about your DIY super fund, empowering you to develop a successful long-term plan for retirement. Explores how much super is enough for a comfortable retirement Explains the super rules and opportunities in plain English, and outlines how to create a SMSF in ten steps Delves into the costs of running a SMSF, and steers you through your fund's super CART (Compliance, Administration, Reporting and Tax obligations) Explains how to pay a tax-free pension from your DIY super fund Offers sensitive and authoritative information on how to take care of your family after you're gone Take control of your retirement plans! —let DIY Super For Dummies arm you with the tools you need to set up and run a SMSF, and help you create a comfortable retirement.

Financial Planning DIY Guide

Financial Planning DIY Guide PDF Author: Sam Henderson
Publisher: John Wiley & Sons
ISBN: 1742468284
Category : Business & Economics
Languages : en
Pages : 323

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Book Description
Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

The Taxpayers Guide 2014-2015

The Taxpayers Guide 2014-2015 PDF Author: Taxpayers Australia Inc
Publisher: John Wiley & Sons
ISBN: 0730315169
Category : Business & Economics
Languages : en
Pages : 1500

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Book Description
Answer your questions and maximise returns with this easy-to-follow tax guide The Taxpayers Guide 2014 – 2015: 26th Edition is the complete guide to understanding the Australian tax system. Packed with tax-saving strategies and helpful advice, this clear, easy-to-follow guide is essential reading for taxpayers wanting to pay what they owe, but not a cent more. You'll find invaluable information, excellent advice and practical strategies for maximising returns, fully revised and updated for the 2014 – 2015 tax year. With handy reference tools like tax tables, rebates and offsets at your fingertips, you'll be able to solve both complex and everyday tax problems quickly and easily. This book brings together almost a century of expertise from Taxpayers Australia in one comprehensive volume. Taxpayers Australia is a not-for-profit educational organisation dedicated to educating taxpayers on issues relating to tax and superannuation. This guide is the organisation's one-stop resource for understanding the tax system, providing plain-English guidance toward saving money and avoiding common traps. Comprehensively indexed and organised for easy navigation, the book provides the answers and insight you need in order to: Understand income tax rates and deductions for individuals and contractors Simplify superannuation and planning for retirement Decipher capital gains, investments and trusts Solve small business issues and straighten out payroll taxes Australia's complex tax system presents many opportunities to miss out on savings. This comprehensive tax resource clarifies complicated guidelines and laws to help you sort out what you really owe. If you're tired of overpaying but wary of questionable advice, look to one of Australia's most trusted tax guides—The Taxpayers Guide 2014 – 2015.

Guide to Self Managed Super Funds

Guide to Self Managed Super Funds PDF Author: Grant Abbott
Publisher:
ISBN: 9781920834753
Category : Pension trusts
Languages : en
Pages : 305

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Book Description
Written for professionals providing financial advice, existing fund members, trustees and individuals who are interested in setting up their own SMSF. Uses a practical and easy-to-understand case study format to educate the reader, offering strategies and addressing the compliance issues relevant to SMSFs.

Self Managed Superannuation Funds Strategy Guide

Self Managed Superannuation Funds Strategy Guide PDF Author: Grant Abbott
Publisher: CCH Australia Limited
ISBN: 1921322624
Category : Pension trusts
Languages : en
Pages : 177

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Book Description
"A straight forward guide including strategies and how to manage your superannuation funds."--Provided by publisher.

Australian Master Superannuation Guide 2010/11

Australian Master Superannuation Guide 2010/11 PDF Author: James Leow
Publisher: CCH Australia Limited
ISBN: 1921593946
Category : Pensions
Languages : en
Pages : 1329

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Book Description
Covers all aspects of superannuation fund management, operations and administration.

Pathway to Prosperity

Pathway to Prosperity PDF Author: Pat Mesiti
Publisher: John Wiley & Sons
ISBN: 1118523997
Category : Business & Economics
Languages : en
Pages : 191

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Book Description
An inspiring guide to getting off the road to more debt and financial insecurity and on the road to wealth and financial freedom You can take charge of your financial future. You can reduce your debt, increase your net worth and enjoy a life of prosperity. You can stop struggling, doing things the way you've always have, and embark on a new pathway to wealth. So what's stopping you? According to bestselling motivational author and wealth building advisor, Pat Mesiti, it's all about identifying what's wrong with the way you think and feel about money and the path they've put you on. And it's about creating a new, more prosperous path for yourself. Provides you with the tools you need to create your own roadmap to greater wealth and financial security Gives you priceless insights into your wealth-defeating mindset and how to stop repeating the same mistakes and start building wealth by design—not by chance Offers proven prescriptions for digging your way out of the debt-heavy financial rut you're in so you can start building wealth right away Features numerous inspiring case studies of Mesiti clients and mentees who found financial freedom following his "shift your mind, touch your heart" approach to wealth

Family Trusts

Family Trusts PDF Author: N. E. Renton
Publisher: John Wiley & Sons
ISBN: 0730310337
Category : Business & Economics
Languages : en
Pages : 298

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Book Description
Demystify family trust planning with this easy-to-read guide Family trusts can be quite complex and difficult to set up correctly, and many people don't realise just how beneficial a trust can be. Even for families of average income, trusts deserve a second look. Family Trusts: A Plain English Guide for Australian Families of Average Means, 5th Edition is a comprehensive guide to the advantages and disadvantages, investment nuances, taxation regulations, and social security rules surrounding trusts. This book, by author Nick Renton, and newly updated by Rod Caldwell, provides the information you need to make an informed decision and ask the right questions of your financial and legal advisors. The book details all aspects of both setting up and running a family trust, including discretionary versus unitised trusts, trust deeds, and the roles and responsibilities of settlors and trustees. You'll learn how trusts can be used to benefit philanthropic foundations, and how to manage a trust intended for the financial care of a child with an intellectual disability. This Fifth Edition has been fully updated for the 2014 – 2015 tax year, and amended to parallel the May 2014 budget. The new material details topics like: Rates and trustee qualifications Hybrid trusts and non-resident beneficiaries Borrowing by trustees, and trustee meeting minutes Protecting assets against creditors, bankruptcy, and divorce The book also includes real-life case studies that provide examples of proper handling and help illustrate important concepts. Additionally, alternatives are discussed for situations where a family trust may not be the best structure to use. If you're an average person wishing to ensure your family's financial well-being, Family Trusts: A Plain English Guide for Australian Families of Average means, 5th Edition is the most complete guide on the market.