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Investment Reserving Kit

 

DescriptionSoftcopy only
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).

Overview

  • 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

What’s included

  • 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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