SMSFs and employee share schemes
10 May 17 |
AUSTRALIAN SUPERANNUATION LAW BULLETIN
Issue: April 2017
Pages: pp. 33-35
This article examines whether a self-managed superannuation fund can acquire shares offered under an employee share scheme, and the pitfalls to avoid.
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Daniel of DBA Lawyers, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor.
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09 March 2020