This practical, plain English guide covers everything from planning a start-up of self managed superannuation funds (SMSF) to estate planning, the death of a member, final wind up, and everything in-between. Learn how to set up and use an SMSF to create wealth through various types of contributions, cap and threshold limits, and changes for 2024-25 and 2025-26. Explore the investment choices available and much more.

Why You'll Love This:

This guide is perfect for anyone looking to navigate the complexities of SMSFs with ease. It offers clear, actionable advice and insights into the latest tax and superannuation changes as of 1 July 2025. Whether you're a small business owner, a family law practitioner, or simply someone looking to maximize their retirement savings, this book has something for you.

Key Features:

• Setting up and running your SMSF
• Superannuation accumulation phase, contributions, and rollovers
• Opportunities and benefits for small business owners
• Investment choices, including direct property and cryptocurrencies
• Family law and superannuation
• The Annual return to the ATO
• Superannuation retirement phase and withdrawals
• Estate planning and death benefits

Who Should Read This:

This guide is ideal for anyone involved in or considering setting up a self managed superannuation fund. It's particularly useful for small business owners, financial planners, accountants, legal professionals, and individuals looking to understand and optimize their superannuation options.