Self Managed Superannuation Fund Investment Rules presentation

Member Price: Free

Non Member Price: $15.00

Publication date: 28 Mar 03

Source: NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

Abstract:
The commercial and tax issues which affect SMSFs continue to be one of the least understood areas by trustees and advisers alike. Using a case study approach, this presentation considers several SMSF investments and whether they meet the relevant SIS requirements.

Topics covered include:
- dealing with the ATO and its current move from education to compliance
- formulation of an appropriate Investment Strategy
- sole purpose test considerations
- investment restrictions and exceptions (including lending issues, acquiring assets from members, borrowings, 'in house' assets rule)
- interaction between SMSFs and interests held in unit trusts
- Financial Services Reform Act implications.

Author profile:

Biagio Pizzacalla CTA
Mark is the Managing Partner at HLB Mann Judd Melbourne.
Current at 01 March 2014
Click here to expand/collapse more articles by Mark PIZZACALLA.
 

 


This was presented at 17TH NATIONAL CONVENTION: TAX 2003 - A CHALLENGING VINTAGE.

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