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Staying on the straight and narrow: superannuation investment rules


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:

Author Photo - Stephen Heath CTA
Stephen Heath CTA
Steve 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 member of The Tax Institute’s State Council and National Council. Current at 09 June 2015 Click here to expand/collapse more articles by Stephen HEATH.

This was presented at 34th South Australian State Convention: "Tax: The Devil is in the Detail".

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Superannuation investment rules

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