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Gearing by SMSFs – Current state of play & superannuation update paper

Published on 28 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • why is gearing in SMSFs a useful strategy and what are the benefits?
  • what are the rules and restrictions for establishing gearing in SMSFs?
  • how to structure a gearing program for an SMSF?
  • case studies looking at gearing into share portfolios, property and strategies that can be used for small business clients.

Author profile:

Stephen BLACKHALL
Current at 19 June 2009
 

 

This was presented at Superannuation Intensive .

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Individual sessions



Super compliance – audit perspective

Author(s):  Craig FISHBURN

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