Your shopping cart is empty
Investment structuring within SMSFs paper
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.
Author profiles
Allan McPherson

Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
This was presented at SME Intensive .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Mergers & acquisition issues for small to medium enterprises
Author(s): Andrew CLARKEMaterials from this session:
-
insert_chart
Small business CGT concessions
Author(s): Philip KEIRMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Taking your SME offshore
Author(s): Murray HOWLETTMaterials from this session:
-
insert_chart
Trusts update
Author(s): Greg CAHILLMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
CGT rollovers
Author(s): Philip STROUTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Investment structuring within SMSFs
Author(s): Allan MCPHERSON, Lyn FORMICAMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement