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Current issues in self managed superannuation paper
Published on 08 Oct 09 by VICTORIAN DIVISION, THE TAX INSTITUTE
Self managed superannuation is not getting any simpler, and the rules for the acquisition and holding of investments offer ample scope for error and confusion. This paper covers:
- loss realisation and maintaining losses - strategies and risks
- purchase of assets using instalment warrant loans, terms contracts and un-geared property trusts
- acquiring business real property and other assets from related parties
- investments in unrelated companies and trusts
- asset protection and superannuation strategies.
Author profile
Heather Gray CTA
Heather is a superannuation law partner at Hall & Wilcox Lawyers. She has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel. A frequent speaker at superannuation conferences, she is a Chartered Tax Adviser, a member of the Australian Institute of Superannuation Trustees and the Australian Institute of Company Directors, and holds Honours degrees in Law and in Arts from the University of Melbourne. - Current at 31 May 2019
This was presented at 48th Victorian State Convention .
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Current issues in self managed superannuation
Author(s): Heather GRAYMaterials from this session:
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Capital allowances-Opportunities now arising
Author(s): Andrew WOOLLARDMaterials from this session:
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Tax consolidation-Continual evolution
Author(s): Richard BUCHANANMaterials from this session:
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Managing trust losses
Author(s): Meagan O'CONNOR, Rob JEREMIAHMaterials from this session:
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Tax risk management in a changing world
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Division 7A the 'sleeping giant'
Author(s): David STAVROPOULOSMaterials from this session:
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Tax accounting - a changing landscape: what it means for you
Author(s): Ronen VEXLER, David ROMANS, Michelle Thomas, David MorrinMaterials from this session:
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International tax strategies/structuring for SMEs
Author(s): James NewnhamMaterials from this session:
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Tax in recessionary times
Author(s): Mark POOLEMaterials from this session:
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Bamford v Federal Commissioner of Taxation
Author(s): Terry MURPHYMaterials from this session:
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The new Tax Agents Services Regime - Setting up the procedures necessary to comply with your obligations
Author(s): Sue WILLIAMSONMaterials from this session:
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Structuring and financing investments into Asia
Author(s): Dino FARRONATOMaterials from this session:
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Trusts and distribution resolutions in the light of Bamford
Author(s): Nabil (Bill) F. OROWMaterials from this session:
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Transfer pricing - the practicalities of achieving an arm's length outcome
Author(s): Keir CORNISHMaterials from this session:
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Promoter penalties
Author(s): Stephanie MARTINMaterials from this session:
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Tax controversy strategies - preparing for ATO reviews, audits and tax disputes
Author(s): Peter POULOSMaterials from this session:
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Merger and acquisition outbound
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Professional practices - State of play
Author(s): Mark NORTHEASTMaterials from this session:
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Practical TOFA Considerations for corporates
Author(s): Neil WARDMaterials from this session:
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Practical transfer pricing documentation for the SME market
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GST Today – Cases update, legislative update & rulings update
Author(s): Geoff MANN, Suzanne KNEEN, Michelle SIUMaterials from this session:
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Hybrid financial instruments: Classifying hybrid instruments under the Debt/Equity Rules and related issues
Author(s): Cameron RIDER, Martin FRYMaterials from this session:
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Inbound investment emerging issues
Author(s): Vik KHANNAMaterials from this session:
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Case-law developments in Section 8-1
Author(s): Michael CLOUGH, Ged O’SHAUGHNESSYMaterials from this session:
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Tax controversy strategies (preparing for ATO reviews, audits and disputes)
Author(s): Peter POULOSMaterials from this session:
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Demerger case study
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