Published on 13 Mar 01
by VICTORIAN DIVISION, THE TAX INSTITUTE
This seminar paper focuses on the potential impact of the new rules on the popular investment practice prior to August 1999 of a Self Managed Fund investing in a general unit trust. Firstly the new IHA rules will be examined. Case studies are also provided.
Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor.
- Current at
06 January 2021