The Australian Financial Planning Handbook is the authoritative source of information on a range of financial planning issues. Chapter 10 focuses on SMSFs.
This chapter includes:
- a detailed description of superannuation investment restrictions;
- an outline of the legal obligations imposed on SMSF trustees including formulating an investment strategy;
- advice on property investment using superannuation savings in combination with a limited recourse borrowing arrangement; and
- clearly flagged practical financial planning tips, case studies and checklists.