The Complete Guide is a must have for all SMSF advisers. At 140+ pages, it is the most thorough publication ever written about planning for SMSFs when members lose capacity or die.
The Complete Guide is an extremely practical and strategic publication. It is structured around a simple 11 step process that applies to all SMSFs. The 11 steps are elaborated with detailed worked examples, calculations, charts, and legislative and case law references. It contains everything you need to become an expert in SMSF succession planning. Each of the 11 steps is succinctly summarised at the start of the publication. Then each step has an entire chapter dedicated to it for those who need to know more about that step. Applying the 11 steps to an SMSF thoroughly plans for all SMSF aspects of loss of capacity and death. These aspects range from tax, to integrating wills with other succession planning goals, to protecting against trustees who might not follow wishes!
FREE SAMPLE — an extract of The Complete Guide can be downloaded here.
The Complete Guide is targeted at accountants and financial planners, estate planning lawyers and ‘switched on’ SMSF members.