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Published on 21 Feb 08
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
investments in the unit trusts and the impact of 30 June 2009
borrowing by self-managed funds
ATO guidance on the sole purpose test and the giving of financial assistance.
Allan is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in
providing technical advice on superannuation matters to the accounting industry. Allan comes
from a taxation related background having worked at the Australian Taxation Office and the
tax division of a large chartered accounting practice as a Tax Consultant, prior to establishing
his own practice. Current at 9 October 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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