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Instalment warrants and gearing strategies paper

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers: 

  • what are the rules relating to gearing in funds?
  • examples in practice
  • what to watch out for.

Author profile:

Ian Burgess CTA
Ian is a Tax Partner of Ernst & Young, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years’ experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. Current at 07 April 2015 Click here to expand/collapse more articles by Ian BURGESS.
 

This was presented at Superannuation Intensive.

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Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:




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