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Pre 1999 unit trusts: Opportunities beyond 30 June 2009 paper

Published on 16 Apr 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • unit trusts beyond 30 June
  • opportunities available
  • exempt unit trust investments
  • interaction of borrowing and unit trusts
  • case studies.

Author profile

Jemma Sanderson CTA
Jemma Sanderson is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy to accounting, legal and financial planning groups. Jemma has over 19 years experience in developing complex strategies for high net worth clients. Jemma has a Bachelor of Commerce from UWA and is a Certified Financial Planner, a Specialist Member of the SMSF Association (SMSFA), Chartered Tax Adviser (CTA) and Trusts and Estate Practitioner (TEP). Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute, Institute of Chartered Accountants, CPA and SMSFA across Australia. Jemma is the author of the Taxation Institute’s popular publication for SMSF Advisers, the SMSF Guide, now in its ninth edition, and the author and convener of the Taxation Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation Unit. Jemma was named the SMSF Adviser of the Year at the 2019 National Women in Finance awards for the third year in a row, and received the SMSF Association Chairman’s Award in February 2018 for her contribution to the industry. - Current at 30 January 2020
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This was presented at Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline .

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Individual sessions

Pre 1999 unit trusts - still a self managed superannuation fund's best friend

Author(s):  Tim PEPPER

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