Skip to main content

Your shopping cart is empty

Investments and entity tax


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.

Author profile:

Author Photo - Daniel Butler CTA
Daniel Butler CTA
Dan 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 ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor. Current at 19 September 2016 Click here to expand/collapse more articles by Daniel BUTLER.

This was presented at Blue series: Self managed super funds.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tax planning pre 30 June 2001 and estate planning

Author(s):  Phillip RUSSELL

Materials from this session:

Further details about this event:


Copyright Statement