Investing within the SIS environment paper

Member Price: $57.00

Non Member Price: $75.00

Publication date: 31 Jul 08


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:

Author Photo - Richard Friend CTA
Richard Friend CTA
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. Since 2006, he has operated a tax consulting business through Balena Tassa Pty Ltd. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME and 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 02 June 2014
Click here to expand/collapse more articles by Richard J FRIEND.


This was presented at 2008 Queensland State Convention.

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Investing within the SIS environment
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