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Staying on the straight and narrow: superannuation investment rules

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Published on 07 May 99 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper discusses when the new rules apply, investing in unit trusts, leasing to associates, impact on existing structures, what happens when they apply, and alternate strategies.

Author profile

Stephen Heath CTA
Photo of author, Stephen HEATH Stephen Heath, CTA, is a Partner in the Taxation & Revenue section of Wallmans Lawyers, with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a recent past member of The Tax Institute’s State Council and National Council. - Current at 08 July 2019
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This was presented at 34th South Australian State Convention: "Tax: The Devil is in the Detail" .

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