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

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

This paper covers:

  • outline of in-house asset rules
  • outline of the transitional rules
  • action required before 30 June 2009.

Author profile

Tim Pepper
Tim holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 24 September 2008
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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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