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Instalment warrants paper

Published on 23 Oct 08

This paper covers:

  • identifying the key features of the SIS borrowing rules
  • examining ATO guidance and some key issues in applying the rules
  • emerging approaches and alternatives.


Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 21 January 2021
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This was presented at Estate Planning: Practical & Strategic .

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Author(s):  John DE GROOT

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