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Latest SMSF issues paper

Publication date: 25 Mar 11

Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Abstract:

This paper covers:

• self managed superannuation fund (SMSF) borrowing
• death of a pensioner
• pre-1999 unit trust investments
• relationship breakdown
• cashing of benefits.

Author profiles:

Claire Malone
Claire's principal areas of practice are superannuation, asset protection and wealth preservation and business and personal estate planning. She has extensive experience in delivering strategic SMSF advice that is integrated with succession and taxation issues. Claire presents at a number of industry events and workshops on SMSF and related topics.
Current at 28 February 2011
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Robert Jeremiah FTIA
Rob is an accredited specialist in both tax law and business law and is a member of the NTLG Superannuation Technical Sub-group. Rob’s principal areas of practice are business structuring, taxation advice, superannuation advice, business succession, family succession, trusts and business and commercial transaction advice.
Current at 13 September 2011
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Latest SMSF issues
Author(s):  Rob JEREMIAH,  Claire MALONE