DIY Super For Dummies (Wiley, $39.95) is written by Trish Power and is a plain-English and practical resource for anyone running their own fund, or considering running their own fund. DIY super is a specialist area within the super sector because it is a microcosm of the entire sector — involving fund administration, compliance, investment management, tax management and retirement planning.Learn more about DIY Super For Dummies
The following articles refer to DIY Super For Dummies and superannuation.
Q: I came across your website which looks excellent (courtesy of your feature on Sky Business). I am about to set-up my SMSF but I am not sure who to handle this for me. Some online providers are reasonably priced but I am concerned about access and professionalism as they are [...]
Q: Could you lead me to a link where I could find a generic S290-170 notice of intent to deduct? It would be great to have a generic list of forms that would assist self-managed super fund (SMSF) trustees.
Trish’s response: You can download the ‘Notice of intent to claim or vary a [...]
The practice of calling self-managed super funds, ‘DIY super funds’ upsets the regulator, and also concerns many of the service providers making a living from helping individuals set up, and run, self-managed super funds (SMSFs).
The key message emanating from the SMSF industry is that you can’t possibly do it all yourself; you need professionals to [...]
When setting up your SMSF, you must sign a SMSF trustee declaration that confirms you understand the responsibilities and duties involved in running a SMSF.
Q: My husband and I are looking to start a SMSF and roll our industry funds into it. We have been able to find sources for the set up, accounting and audit of the fund and are now looking for assistance on the portfolio. We have a share portfolio outside super and so have some [...]
The most popular question about superannuation and retirement planning is, without doubt: How much money is enough?
A glib response to this question may be: Enough money for what? From the many times, though, that I’ve been asked this question, I know that when most Australians ask it, they really want to discover the answer to: [...]
Hi - I'm Trish Power and I am the author of Superannuation For Dummies and many other books on super and investing.And guess what! This site, SuperGuide, is the only INDEPENDENT website for consumers on superannuation in Australia. Read more
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