Direct Gearing of Super Funds: The Instalment Warrant Revolution
Published on 06 Dec 2007
| Took place at Kooyong Tennis Club, Hawthorn, VIC
Recent amendments to the SIS Act open the gateway for super fund trustees to make geared
investments. Initially conceived to address problems caused by instalment warrants, the new rules permit many other direct borrowing strategies by fund trustees. Possible investments include all asset classes permissible under the SIS Act, including real estate. This represents a paradigm shift in the regulatory attitude towards the gearing of super funds. Are you ready for the instalment warrant revolution?