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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 CTA
Allan McPherson CTA
Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He 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. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states. Current at 07 September 2016 Click here to expand/collapse more articles by Allan MCPHERSON.
 
Lyn Formica
Lyn is a Director of McPherson Super Consulting Pty Ltd, 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 01 February 2016 Click here to expand/collapse more articles by Lyn FORMICA.

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