Your Cart ()
cload

GUARANTEED SAFE & SECURE CHECKOUT

Spend $x to Unlock Free Shipping to  

The Five Foundations of SMSFs - Paperback

$136.49
Checkout Secure
Only 3 left! .. people are viewing this, and 3 recently purchased it
Order in the next to get it by

Great reasons to buy from us:

  • Image of Changed your mind? Ordered the wrong thing? Simply return your item for a prompt exchange or refund.

    30-Day Money-Back Guarantee

    Changed your mind? Ordered the wrong thing? Simply return your item for a prompt exchange or refund.
  • Image of Enjoy free shipping when you spend over $70

    Free Shipping Over $70

    Enjoy free shipping when you spend over $70
  • Image of SSL Protected Checkout & Strongly Secure for Payments

    Secure Checkout

    SSL Protected Checkout & Strongly Secure for Payments
  • Image of Every order is a priority to us. We handle your order quickly to ensure you get your product fast.

    Fast Handling

    Every order is a priority to us. We handle your order quickly to ensure you get your product fast.

by Matthew Burgess (Author)

In recent years, the need for effective structuring of retirement savings has been brought into sharp focus for private investors and business owners alike. The combination of fundamental changes to the taxation regime, the vast amounts of wealth accumulated within superannuation funds, the perceived lack of value delivered by industry funds and the increasing tendency for both business and personal relationships to be relatively short term (as opposed to lifelong) have meant that traditional approaches to superannuation have been revolutionised. In this context, the use of SMSFs has become ubiquitous. The range of fundamental issues that need to be considered in relation to establishing and successfully maintaining an SMSF is vast. This book analyses the five foundations of SMSFs, in the following order: (a) overview of the fundamental aspects of SMSFs; (b) analysis of the main SMSF investment structures, including use of borrowing; (c) estate planning and asset protection; (d) death benefit nominations, and; (e) key cases.

Author Biography

Matthew Burgess is one of the founders of specialist firm View Legal. Having the opportunity to help clients achieve their goals is what he is most passionate about. As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia's first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $1 a week. Matthew's specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 'Best Lawyers' list for trusts and estates and either personally, or as part of View, since 2015 in 'Doyles' for taxation. Work is one aspect of his life Matthew loves, so there is no need to be constantly searching for 'balance'. His other great loves are: 1. Family - they are profiled in various ways through the series of children's books he has written under the pseudonym 'Lily Burgess' - see www.wordsfromdaddysmouth.com.au and various TV commercials; 2. Learning - going cold Turkey on television and most forms of media in late 2005 has radically increased Matthew's ability to study the great authors and inspired him to publish a series of books that explore the concept of 'true success' - see www.thedreamenabler.com.au 3. Health - aside from being a foodie and swimming at least a 5km a week, Matthew installed a stand up workstation in 2007 and among a few other lifestyle choices, it changed his life.

Number of Pages: 128
Dimensions: 0.27 x 9 x 6 IN
Publication Date: May 02, 2017
Shipping This item ships to
Delivery Estimated between and . Will usually ship within 1 business day.

Description

by Matthew Burgess (Author)

In recent years, the need for effective structuring of retirement savings has been brought into sharp focus for private investors and business owners alike. The combination of fundamental changes to the taxation regime, the vast amounts of wealth accumulated within superannuation funds, the perceived lack of value delivered by industry funds and the increasing tendency for both business and personal relationships to be relatively short term (as opposed to lifelong) have meant that traditional approaches to superannuation have been revolutionised. In this context, the use of SMSFs has become ubiquitous. The range of fundamental issues that need to be considered in relation to establishing and successfully maintaining an SMSF is vast. This book analyses the five foundations of SMSFs, in the following order: (a) overview of the fundamental aspects of SMSFs; (b) analysis of the main SMSF investment structures, including use of borrowing; (c) estate planning and asset protection; (d) death benefit nominations, and; (e) key cases.

Author Biography

Matthew Burgess is one of the founders of specialist firm View Legal. Having the opportunity to help clients achieve their goals is what he is most passionate about. As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia's first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $1 a week. Matthew's specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 'Best Lawyers' list for trusts and estates and either personally, or as part of View, since 2015 in 'Doyles' for taxation. Work is one aspect of his life Matthew loves, so there is no need to be constantly searching for 'balance'. His other great loves are: 1. Family - they are profiled in various ways through the series of children's books he has written under the pseudonym 'Lily Burgess' - see www.wordsfromdaddysmouth.com.au and various TV commercials; 2. Learning - going cold Turkey on television and most forms of media in late 2005 has radically increased Matthew's ability to study the great authors and inspired him to publish a series of books that explore the concept of 'true success' - see www.thedreamenabler.com.au 3. Health - aside from being a foodie and swimming at least a 5km a week, Matthew installed a stand up workstation in 2007 and among a few other lifestyle choices, it changed his life.

Number of Pages: 128
Dimensions: 0.27 x 9 x 6 IN
Publication Date: May 02, 2017

Shipping

Shipping This item ships to
Delivery Estimated between and . Will usually ship within 1 business day.

Reviews

The Five Foundations of SMSFs - Paperback

The Five Foundations of SMSFs - Paperback

$136.49
The Five Foundations of SMSFs - Paperback

The Five Foundations of SMSFs - Paperback

$136.49
3 visitors right now
3 visitors have this item in their cart right now
3 people have bought this item
3 % of people buy 2 or more

Recently viewed products