Investing within the SIS environment paper
Publication date: 31 Jul 08
Abstract:
This paper covers:
- what the "in-house asset" rules really say you cannot do - and what you can
- the new rules re non-recourse borrowings (nothing to do with warrants)
- using unit trusts for gearing - both old trusts and new ones
- tax consequences of different investment structures
- why many "auditors" are not suited to auditing super funds.
Author profile:
Richard runs a consulting business through Balena Tassa Pty Ltd. Richard spent most of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME/high net worth clients. Most of this work is done by way of consulting to, and providing training for, accountants and lawyers who operate in these areas.
Current at 17 February 2011
Click here to expand/collapse more articles by Richard J FRIEND.
This was presented at 2008 Queensland State Convention.
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Prospects for the global economy
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Investing within the SIS environment
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Ceasing to carry on a business: Tax and other considerations
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