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Current issues in self managed superannuation paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
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This was presented at 48th Victorian State Convention .

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Individual sessions

Current issues in self managed superannuation

Author(s):  Heather GRAY

Materials from this session:

Capital allowances-Opportunities now arising

Author(s):  Andrew WOOLLARD

Materials from this session:

Tax consolidation-Continual evolution

Author(s):  Richard BUCHANAN

Materials from this session:

Managing trust losses

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

Materials from this session:

Tax risk management in a changing world

Author(s):  Tony FULTON

Materials from this session:

Division 7A the 'sleeping giant'

Author(s):  David STAVROPOULOS

Materials from this session:

Tax accounting - a changing landscape: what it means for you

Author(s):  Ronen VEXLER,  David ROMANS,  Michelle Thomas,  David Morrin

Materials from this session:

International tax strategies/structuring for SMEs

Author(s):  James Newnham

Materials from this session:

Tax in recessionary times

Author(s):  Mark POOLE

Materials from this session:

Bamford v Federal Commissioner of Taxation

Author(s):  Terry MURPHY

Materials from this session:

The new Tax Agents Services Regime - Setting up the procedures necessary to comply with your obligations

Author(s):  Sue WILLIAMSON

Materials from this session:

Structuring and financing investments into Asia

Author(s):  Dino FARRONATO

Materials from this session:

Trusts and distribution resolutions in the light of Bamford

Author(s):  Nabil (Bill) F. OROW

Materials from this session:

Transfer pricing - the practicalities of achieving an arm's length outcome

Author(s):  Keir CORNISH

Materials from this session:

Promoter penalties

Author(s):  Stephanie MARTIN

Materials from this session:

Tax controversy strategies - preparing for ATO reviews, audits and tax disputes

Author(s):  Peter POULOS

Materials from this session:

Merger and acquisition outbound

Author(s):  John BRAZZALE

Materials from this session:

Professional practices - State of play

Author(s):  Mark NORTHEAST

Materials from this session:

Practical TOFA Considerations for corporates

Author(s):  Neil WARD

Materials from this session:

Practical transfer pricing documentation for the SME market

Author(s):  Shannon SMIT

Materials from this session:

GST Today – Cases update, legislative update & rulings update

Author(s):  Geoff MANN,  Suzanne KNEEN,  Michelle SIU

Materials from this session:

Hybrid financial instruments: Classifying hybrid instruments under the Debt/Equity Rules and related issues

Author(s):  Cameron RIDER,  Martin FRY

Materials from this session:

Inbound investment emerging issues

Author(s):  Vik KHANNA

Materials from this session:

Case-law developments in Section 8-1

Author(s):  Michael CLOUGH,  Ged O’SHAUGHNESSY

Materials from this session:

Tax controversy strategies (preparing for ATO reviews, audits and disputes)

Author(s):  Peter POULOS

Materials from this session:

Demerger case study

Author(s):  John BRAZZALE

Materials from this session:

Further details about this event:

 

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