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Resources


 

Deceased Estates
http://www.ato.gov.au/A-Z-index/AZItems.aspx?id=3671&category=Deceased+estates&sorttype=azindexdisplay&Disp=True

 

Understanding a death benefit paid from a super fund
https://www.ato.gov.au/Individuals/Deceased-estates/Superannuation-implications/

 

Transition to Retirement & Superannuation
https://www.ato.gov.au/Individuals/Super/In-detail/Receiving-benefits/Withdrawing-your-super-and-paying-tax/

 

About Self Managed Super Funds (SMSF) and considerations
http://www.ato.gov.au/Super/Self-managed-super-funds/Thinking-about-self-managed-super/

 

Setting up a Self Managed Super Fund (SMSF)
https://www.ato.gov.au/super/self-managed-super-funds/setting-up/

 

Prepare an SMSF investment strategy
https://www.ato.gov.au/super/self-managed-super-funds/investing/your-investment-strategy/

 

Managing investments in a SMSF
https://www.ato.gov.au/Super/Self-managed-super-funds/Investing/

 

How a SMSF Accepts Contributions and Rollovers
https://www.ato.gov.au/Super/Self-managed-super-funds/Contributions-and-rollovers/

 

SMSF reporting, record-keeping and administration requirements
https://www.ato.gov.au/Super/Self-managed-super-funds/Administering-and-reporting/Record-keeping-requirements/

 

Understanding tax and SMSFs
https://www.ato.gov.au/Super/Self-managed-super-funds/Investing/Tax-on-income/

 

Winding up a Self Managed Super Fund (SMSF)
https://www.ato.gov.au/Super/Self-managed-super-funds/Winding-up/

 

Allocating funds earner in a SMSF
https://www.ato.gov.au/Super/Self-managed-super-funds/Paying-benefits/

 

SPAA
http://www.spaa.asn.au/

 

Setting up a Self Managed Super Fund

http://www.spaa.asn.au/trustee-zone/setting-up-an-smsf.aspx

 

SMSF Trustee Obligations

http://www.spaa.asn.au/trustee-zone/trustee-obligations.aspx

 

Protect your golden egg – 5 steps to help you when setting up a SMSF
http://www.propertyobserver.com.au/financing/smsfs/26233-sept-18-observer-julian-fadini.html

 

Property Spruikers should be licensed to recommend SMSFs
http://www.smh.com.au/money/super-and-funds/regulation-called-for-to-oversee-smsfs-20130917-2tvlr.html

 

FSC, SPAA welcome Coalition 'stability'
http://www.moneymanagement.com.au/news/financial-services/2013/fsc-spaa-welcome-coalition-stability

 

Multiple pension circumstances remain unclear
http://www.smsmagazine.com.au/articles/multiple-pension-circumstances-remain-unclear

 

Excess contributions strategy needs caution
http://www.smsmagazine.com.au/articles/excess-contributions-strategy-needs-caution

 

Could ASIC become the SMSF regulator?
http://www.financialstandard.com.au/news/view/34587329

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The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.

 

Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.