SUPPORT PACK
 
  SMSF Support Home Page
 
  Overview and Commentary
 
  Certificate Request Forms
 
  Calculators
 
  Reference Material
 
  Technical and Education Services
 
  Fee Summary
 
  2007/8 SMSF Support Pack
 
 
 

 

 

THE 2007/8 SMSF COMPUTATIONAL SUPPORT PACK

Please fill out our email form so we can notify you when we have made changes or additions to the support pack.

The changes to the superannuation environment have been so profound that we are supplying the support pack in downloadable sections. These will be updated regularly during the year. Consequently before downloading the support pack for the first time, please click here and fill out the email form so we can keep you informed of any developments.

Right click on links below and choose "save as" to save to your computer.
Section Download Item
1. Introduction
 
Document - CH1 - Introduction & Purpose
2. Contributory Phase
 
 
3. Transition to Retirement
 

Document - CH3 - Transition to Retirement
Calculator - Long Term Projection
Calculator - Tax Year Calculation

4. Capital Usage
 
 
5. Age Pension
 

Document - CH5 - Age Pension Issues
Calculator - Pension Rate Estimate

6. Altering Income Streams
 
Document - CH6 - Altering Income Streams
Calculator - Trigger Pension Decision
7. Year End Maintenance Tasks
 
Calculator - Component Convertor
8. Estate Planning
 
Document - CH8 - Estate Planning
Calculator - Anti Detriment Death Benefit
Calculator - Self Insurance Deduction
9. Closing Sections
 
 
10. Reference Materials
 
Document - CH10 - Reference Materials

A hard copy will be available for purchase at a later date, if preferred, once all sections are completed.