Presentation: Self Managed Super Funds

A copy of the presentation given by ASX representatives at the recent joint ASA/ASX Canberra event.

Topics covered:

ASX Introduction

- ASX Product Suite
- Growth of SMSFs

• Setting up an SMSF -Sam Henderson -HendersonMaxwell

- Structure
- Appointing Trustees
- Preparing an Investment Strategy
- Contributions and Rollovers
- Record Keeping
- Paying benefits

• Which ASX Products can be used?

- Re-visit the ASX Product Suite

• Asset Allocation

- Using ASX Listed Managed Investments to diversify

• Geared exposure in an SMSF

- ASX Quoted Instalments
- Can only contribute 25k a year this way we gain greater tax effective exposure with limited funds

• Getting Started