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Superannuation Fund Investments & Self Managed Superannuation Funds

Published on 09 Jun 2005 | Took place at The Menzies Hotel, Sydney, and The Crowne Plaza, Parramatta, NSW

This seminar series was held at:
- The Menzies Hotel, Sydney on 7 June 2005
- The Crowne Plaza, Parramatta on 9 June 2005.

Although there may be benefits in having an SMSF there are also many restrictions on how such funds can invest superannuation money. Being in breach of the investment restrictions contained in the SIS legislation can have very serious implications. Therefore, if you have clients with SMSFs it is important that you have a good understanding of these investment restrictions including latest developments to properly advise your clients. These seminar materials provide practitioners with an excellent opportunity to revisit this area.

Individual sessions

Superannuation fund investments

Author(s):  Graeme COLLEY

The main points discussed in this presentation are:

  • application of the SIS legislation to super fund investments
  • the impact of the tax law on fund investments
  • the considerations during the lump sum and pension stages
  • alternative investments in self managed funds
  • tips and traps
  • SMSFs investing in property
  • SMSFs investing in shares, options and instalment warrants.
Materials from this session: