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A matter of trusts: Transitional in-house assets post-30 June 2009

Publication date: 01 Sep 08

Source: "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Abstract:
This article will explore the consequences and actions that should now be considered as a result of the end of the transitional in-house asset rules for pre-12 August 1999 arrangements on 30 June 2009.

Author profiles:

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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Philip Broderick ATIA
Philip Broderick ATIA, is a Senior Associate in the Corporate team at DLA Piper. Philip principally provides advice in relation to superannuation including tax, compliance and regulatory issues. He also advises on tax, estate planning and succession, stamp duty, trusts, business structuring, funds management and financial services. Philip is a member of the Tax Institute’s Victorian superannuation education sub-committee, a member of the ASFA SMSF Policy sub-committee and a member of the technical committee for the Small Independent Superannuation Funds Association. Philip is a regular speaker and author of numerous articles. He has also lectured on superannuation for the Tax Institute’s Applied Tax course.
Current at 04 August 2011
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