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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:

Author Photo - Allan MCPHERSON
Allan MCPHERSON
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 Current at 15 December 2008 Click here to expand/collapse more articles by Allan MCPHERSON.
 
Lyn FORMICA
Current at 28 June 2011 Click here to expand/collapse more articles by Lyn FORMICA.

 

This was presented at SME Intensive .

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