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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 is a Solicitor at Brett Davies Lawyers who works closely in association with financial services providers’ accountants and AFS licensees to provide common sense strategies and solutions for the protection and transfer of assets for individual clients, businesses. He has around 15 years experience in self managed superannuation funds. Current at 09 March 2009 Click here to expand/collapse more articles by Tim PEPPER.
 

This was presented at Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline.

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

Author(s):  Tim PEPPER

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