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SMSF DIY Guide: Everything you need to successfully set up and run your own Self Managed Superannuation Fund


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

Preface vii

About the author ix

Acknowledgements xi

1 Superannuation basics 1

2 Is a self managed super fund right for you? 19

3 Setting up a self managed super fund 33

4 Running a compliant fund 45

5 Types of investment 67

6 Portfolio management and asset allocation 91

7 Borrowing in super to buy shares or property 105

8 Risk management and insurance in your fund 125

9 Pre-retirement planning and dealing with redundancy 137

10 Retirement and how to eliminate tax forever 157

11 Estate planning 173

12 10 strategies to reduce your tax and boost your super 187

13 Financial planning and next steps 211

Glossary 221

Index 229