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Latest SMSF issues paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 25 Mar 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • self managed superannuation fund (SMSF) borrowing
  • death of a pensioner
  • pre-1999 unit trust investments
  • relationship breakdown
  • cashing of benefits.

Author profiles

Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on their Tax Law Specialisation Advisory Committee. He is on the Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 05 July 2018
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Claire Malone
Claire's principal areas of practice are superannuation, asset protection and wealth preservation and business and personal estate planning. She has extensive experience in delivering strategic SMSF advice that is integrated with succession and taxation issues. Claire presents at a number of industry events and workshops on SMSF and related topics. - Current at 28 February 2011
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Latest SMSF issues

Author(s):  Rob JEREMIAH,  Claire MALONE

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