A practical information session relating to the management of paperwork for self managed super funds (SMSFs) is being held on Thursday 14 August in Baulkham Hills as part of the 2008 Public Practice Series.
The session will focus on the administrative requirements of running a superannuation fund from establishment to accumulation to retirement to death.
At every phase of superannuation fund's existence there are administrative functions that need to be attended to, such as the:
trustee declaration
establishment of an investment strategy
segregation of fund assets
identification of member interests and the establishment of pensions
completion of a member death benefit nomination and an establishment of an estate plan
