SMSF Strategies - Maximising your SMSF potential

SMSF Strategies has created two Kits to make SMSF advising easier. Our Pension Kit and our Reserves Kit provides administrators, accountants, financial planners and SMSF advisers with an easy to use document merge program to create strong, compliant SMSF Pension and Reserve documents in minutes - documents that give your strategies meaning and compliance.

Special Double Offer - $1995

The SMSF Strategies Pension Kit is a key strategy tool for all accountants, SMSF administrators, financial planners and specialist advisers.

Simple to use and strong on compliance, the Pension Kit pays for itself in minutes.

Reserves are now the key to a fully flexible Family Super Fund. Reserves provide significant tax benefits above and beyond the well know taxation concessions in a superannuation fund.

The SMSF Strategies Reserves Kit handles all of the major reserves and more - simply, efficiently and strategically.

The gateway to creating reserves for your SMSF clients.

The SMSF Strategies Pension Kit provides the following documents:

	Creation of an account based pension + PDS
	Creation of a transition to retirement pension + PDS
	Pension commutations
	pension rollbacks
	Minimum pension payments

The SMSF Strategies Reserves Kit provides the following trustee minutes and documents:

	Creation and allocation of a Self Insurance Reserve + Information memorandum + request for actuarial advice for deduction
	Creation and allocation to an Investment Reserve + Information memorandum
	Creation and allocation to an Anti-Detriment Reserve + Information memorandum
	Creation and allocation to an Pension Reserve + Information memorandum
	Creation and contribution to a Contributions Reserve + Information memorandum
	Allocations from investment, anti-detriment, self-insurance, pension and contribution reserves