|Investment Reserving Kit||$440|
This Kit provides a single licence for multi-use by the same SMSF for a 12 month period (eg, to document a number of reserves for the same SMSF).
- contains guidance and template documentation on how to establish, maintain or apply reserves in an SMSF
- explains the benefits of reserves and where their use would be very valuable
- focuses specifically on investment reserves (ie, earnings from the fund’s investments which are credited to a reserve account) and unallocated reserves
- uses worked examples to better illustrate the relevant concepts
- detailed checklist outlining steps a trustee should take to establish, maintain or apply reserves of an SMSF
- detailed memo
- trustee resolutions for a range of situations including:
- establishing a reserve
- reviewing a reserve strategy
- allocating reserve
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