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Value engineering - self managed super funds

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.

Author profile:

Sharyn Long CTA
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 Click here to expand/collapse more articles by Sharyn LONG.
 

This was presented at 1997 Western Australia Annual State Convention.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Adding value to expatriate remuneration

Author(s):  Peter MOLTONI

Materials from this session:

Value adding through stamp duty

Author(s):  Richard NORTON

Materials from this session:

Valuable gains from your losses

Author(s):  AH (Tony) SLATER

Materials from this session:

Maximising after tax value of Interest Payments

Author(s):  Tony TAYLOR

Materials from this session:

"Getting value from the AAT"

Author(s):  Paul GERBER

Materials from this session:

Value Engineering - self managed superannuation funds

Author(s):  Sharyn LONG

Materials from this session:

Updating Values

Author(s):  Graeme COTTERILL

Materials from this session:

Further details about this event:

 

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