Your SMSF's first year, made simple.
Bought property in your super fund? This free handbook walks you through what to do next, in plain English: the deadlines, the rules you can't break, and how to be ready for your first audit.
300+ SMSFs set up · CPA · Registered tax agent
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Ten short chapters, in the order your first year happens, plus a one-page summary of key dates and figures.
- 1First-year deadlinesYour first return, the audit and the ATO levy
- 2Property rules you can't breakWho can live in it, rent it or sell it to the fund
- 3Rent, expenses and cash flowWhich bank account pays for what
- 4The SMSF loan and bare trustRepairs versus improvements
- 5Contributions and rolloversCaps, payday super and insurance you may lose
- 6Tax inside your SMSF15%, 10%, and when it jumps to 45%
- 7Keep up with the paperworkTrustee declarations, minutes and the investment strategy
- 8Your first auditWhat the auditor will ask for
- 9Responsibilities and supportWhat's yours as trustee, and who can help
- 10Surviving your first yearAn 8-step plan and questions to ask your accountant
Hi, I'm Ruby. I'm a CPA with 20 years in accounting, and my team has set up more than 300 SMSFs. Every day I talk to people who've just bought property in their super fund and aren't sure what comes next. That's why I wrote this handbook.
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