Skip to main content
shopping_cart

Your shopping cart is empty

Direct gearing of super funds: the instalment warrant revolution paper

Published on 06 Dec 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

Issues covered in this paper include:

  • what an instalment warrant is and why the SIS Act was amended
  • statutory requirements for a complying loan
  • freedoms and uncertainties in the legislation
  • why you might want to gear a super fund, with a focus on SMSFs and real estate
  • when gearing would be inappropriate
  • how to implement a geared direct real estate investment.

Author profile:

Jeffrey Chang CTA
Jeffrey is a Partner at Thomson Geer, where he advises on a wide range of taxation, structuring and superannuation issues with a focus on privately-held businesses and high wealth family groups. His is accredited by the Law Institute of Victoria as a taxation specialist. He has held a variety of committee roles with The Tax Institute and is presently a member of the Victorian State Council. Jeffrey is the author of numerous tax articles published in professional journals, and a regular presenter at The Tax Institute's seminars. Current at 06 June 2016 Click here to expand/collapse more articles by Jeffrey CHANG.
 
Individual sessions

Further details about this event:

 

Copyright Statement