SMSF Starter Kit - free 23 page ebook

The SMSF Starter Kit should enable you to understand what an SMSF is. The SMSF Starter Kit is designed for anyone thinking about and/or starting a SMSF.
The SMSF Starter Kit also covers the requirements to keep the SMSF operating, the costs to set one up - along with a few tips and hints.
Complete the following detail to download our free e-book "SMSF Starter Kit".

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If you would like to Set Up a Self Managed Super Fund (SMSF), please click here

Or, Simply call reception (03) 9802 2533 at Rogerson Kenny SMSF Accountants and request your free SMSF Starter Kit to be mailed to you.

Our SMSF Starter Kit covers the following topics...

  • What is a Self Managed Superannuation Fund (SMSF)?
  • How does an SMSF work?
  • What are the Advantages and Disadvantages and considerations of having a Self Managed Super Fund?
  • What is involved in setting up a SMSF?
  • Trustee Eligibility
  • Trustee Obligations
  • Setting up a Self Managed Super Fund with Rogerson Kenny SMSF Accountants
  • The Trust Deed
  • What does a typical structure of an SMSF look like?
  • What can an SMSF invest in? (Investment Rules / Restrictions)
  • Investment Strategy
  • Investment Checklist
  • New Establishment Form
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