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Current issues in investing via an SMSF - instalment warrants and private unit trusts paper


This paper covers:

  • background to the ASX warrants market in Australia; features & types of instalment
  • use of instalment warrants by SMSF's; past policies and regulation efforts by APRA
    and the ATO and background to the 2007 SIS amendments
  • analysis of the 2007 SIS amendments - borrowing and in-house assets rules and
    prohibition on charging assets
  • future use of warrants by SMSF's for investments and comparison with unit trust and corporate structures.

Author profile:

Author Photo - William Thompson CTA
William Thompson CTA
Bill works for Minter Ellison as Tax Practice Head and Managing Partner of the firm's Brisbane office. Bill is a past National Chair of the Taxation Committee Law Council of Australia, a past Chair of the Taxation Institute of Australia, Queensland Division and has been an executive officer of the Taxes Section of the International Bar Association. Bill advises Australian and international clients in structuring and transactional tax matters, and has particular experience in taxation disputes including litigation to appellate level in the Federal and Queensland jurisdictions. He is well known as a presenter on tax issues in Australia and has been an invited speaker for tax conferences of the IBA, the American Bar Association Tax Committee (Foreign Lawyers) and the Taxation Academy of Singapore. Current at 02 July 2012 Click here to expand/collapse more articles by William (Bill) D THOMPSON.

This was presented at Better Business solutions for Clients.

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

Individual sessions

Two or three things about trust deeds

Author(s):  David MARSCHKE,  David W MARKS

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