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Borrowing & superannuation – An accountant’s perspective paper

Published on 14 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • the new regulations that allow SMSFs to borrow
  • how to structure this borrowing correctly
  • the restrictions that apply to gearing in a SMSF
  • the accounting issues associated with these changes
  • other tax implications to consider - CGT, stamp duty, GST.

Author profile:

Hugh Taylor CTA
Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years’ experience in chartered accounting and specialises in superannuation, retirement planning and administration of self managed funds. Current at 13 July 2011 Click here to expand/collapse more articles by Hugh TAYLOR.
 

This was presented at Superannuation Intensive.

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

Individual sessions

Auditing and compliance issues

Author(s):  Belinda AISBETT

Materials from this session:




Estate planning through superannuation

Author(s):  Craig DANGAR

Materials from this session:

Further details about this event:

 

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