"How to" pages and the packs

SMSFs:

How to start an SMSF
How much do I need to start an SMSF?
Details and purchase of DIY packs to set up an SMSF
Contents of step by step guide to setup SMSF (individual trustees)
Contents of step by step guide to setup SMSF (corporate trustee)

Property in SMSF:

How to purchase property in an SMSF
Information about custodian (bare) trustee packs for SMSF
Details and purchase of DIY packs to set up custodian (bare) trust for SMSF
Contents of custodian trust step by step guide (bank lender)
Contents of custodian trust step by step guide (related lender)
Contents of custodian trust step by step guide (related lender) for personal property investments

QROPS:

How to set up a QROPS and transfer UK pension money into it
Understand the main issues for UK migrants setting up a QROPS and transferring UK pension money into it
Details and purchase of DIY packs to set up an SMSF as a QROPS, get it on the ROPS list and transfer UK pension money into it
Details and purchase of DIY pack to convert an existing SMSF into a QROPS, get it on the ROPS list and transfer UK pension money into it
Contents of step by step guide to setup a QROPS SMSF (corporate trustee)
Contents of step by step guide to setup a QROPS SMSF (individual trustees)
Contents of step by step guide (pack to convert existing smsf to a qrops and transfer UK pension moneys and assets)

CHANGE TRUSTEE FROM INDIVIDUAL TO CORPORATE:


Details and purchase of DIY pack to change individual (human) trustees to a corporate trustee, with a new trust deed and other instructions
Contents of step by step guide (pack to convert individual trustees to corporate trustee)

SMSF SPREADSHEETS:


Excel spreadsheets for your SMSF to produce financial statements and suggest tax return data
Details and purchase of the Excel spreadsheets
Topics in the Excel spreadsheet help file
SMSF audit report checklist result on trust deed

 

Other main pages

Australian superannuation - how it works
Australian SMSF - the legal framework
SMSF - human or corporate trustees?

Human or corporate trustee flow chart

Stockbrokers' charge clauses cause problems for Australian SMSFs
Ten good reasons to use my documents for your Australian SMSF
Main purchase page

 

Further information pages

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Jeremy Gordon

P.O. Box 354 Corinda
QLD 4075
ABN 22606385100