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Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline

Published on 16 Apr 2009 | Took place at City West Receptions, Perth, WA

Since the introduction of the Simpler Superannuation rules in July 2007, superannuation has become the preferred investment vehicle for many Australians. One of the opportunities available in the past was the use of a unit trust in superannuation to circumvent the borrowing rules. Restrictions were imposed on this opportunity in 1999, and the transitional rules applicable expire on 30 June 2009. It is therefore critical that we are aware of the rules and their restrictions, the opportunities available, and the options going forward to assist our clients in optimising the use of their superannuation funds.

This event was aimed at tax practitioners, accountants, lawyers and financial planners. It was particularly useful to those who have clients who have a pre 1999 unit trust or other unit trust investments in their SMSF. The event provided the key issues in this area as well as the planning opportunities for clients.

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

Individual sessions

Pre 1999 unit trusts - still a self managed superannuation fund's best friend

Author(s):  Tim PEPPER

This paper covers:

  • outline of in-house asset rules
  • outline of the transitional rules
  • action required before 30 June 2009.
Materials from this session:

Pre 1999 unit trusts: Opportunities beyond 30 June 2009

Author(s):  Jemma SANDERSON

This paper covers:

  • unit trusts beyond 30 June
  • opportunities available
  • exempt unit trust investments
  • interaction of borrowing and unit trusts
  • case studies.
Materials from this session: