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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
Heather is a Partner with DLA Phillips Fox.
Current at 20 March 2009 Current at 08 May 2009 Click here to expand/collapse more articles by Heather GRAY.
 

This was presented at 48th Victorian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Managing trust losses

Author(s):  Meagan O'CONNOR,  Rob JEREMIAH

Materials from this session:


Division 7A the 'sleeping giant'

Author(s):  David STAVROPOULOS

Materials from this session:




Bamford v Federal Commissioner of Taxation

Author(s):  Terry MURPHY

Materials from this session:



Trusts and distribution resolutions in the light of Bamford

Author(s):  Nabil (Bill) F. OROW

Materials from this session:










Inbound investment emerging issues

Author(s):  Vik KHANNA

Materials from this session:




Further details about this event:

 

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