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Current issues in self managed superannuation paper


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 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, and holds Honours degrees in Law and in Arts from the University of Melbourne. Current at 27 November 2015 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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