Published on 02 May 97
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
A valuable insight into the 'mum & dad' super funds including appropriate investment strategies, sole purpose test, avoiding surcharge, suitable asset holdings, ie: holiday homes, residences, golf club membership, artwork.
Sharyn Long, CTA, is the Managing Partner of Sharyn Long Chartered Accountants (SLCA) and specialises in accounting, tax and compliance services for corporate, government and industry funds. Sharyn has spent most of her career in superannuation, being a major participant in the Cooper Review and a member of the Treasury Working Group formed to address the SMSF reforms from that review. She was a member of the Accounting Professional & Ethical Standards Board Taskforce reviewing the independence of SMSF auditors, and has also assisted the Auditing and Assurance Standards Board in the development of guidelines for auditors. SLCA recently sold their SMSF fees to focus on Australian Prudential Regulation Authority-regulated funds.
- Current at
24 September 2015