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Pre 1999 unit trusts: Opportunities beyond 30 June 2009 paper

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Non Member Price: $71.01

Publication date: 16 Apr 09

Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:

This paper covers:

  • unit trusts beyond 30 June
  • opportunities available
  • exempt unit trust investments
  • interaction of borrowing and unit trusts
  • case studies.

Author profile:

Author Photo - Jemma Sanderson ATIA
Jemma Sanderson ATIA
Jemma Sanderson, ATIA, Cooper Partners Financial Services Jemma Sanderson is a Principal of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over eleven years experience in developing complex strategies for high net worth clients. Jemma has a Bachelor of Commerce from UWA and is a Certified Financial Planner and a Specialist Member of the Self-Managed Superannuations Professionals Association of Australia (SPAA). Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia, and has presented The Tax Institute's Superannuation Roadshows for the last five years. Jemma is also the author of the popular SMSF Guide, currently in its 3rd edition, published by The Tax Institute.
Current at 16 April 2012
Click here to expand/collapse more articles by Jemma SANDERSON.
 

 

This was presented at Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline.

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Pre 1999 unit trusts - still a self managed superannuation fund's best friend
Author(s):  Tim PEPPER

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Pre 1999 unit trusts: Opportunities beyond 30 June 2009
Author(s):  Jemma SANDERSON

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