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Property investment strategies paper

Member Price: $57.00
Non Member Price: $75.00

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 24 Jul 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • options for funds wanting to borrow - instalment warrants, unit trusts with unrelated parties, pre-1999 unit trusts
  • ungeared arrangements - ungeared trusts, joint property holdings, joint ventures
  • recent Tax Office rulings and guidance.

Author profiles

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 21 January 2021
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Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015
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This was presented at Superannuation Intensive .

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Individual sessions

Contributing to super - issues to consider

Author(s):  Colin LEWIS

Materials from this session:

Insurance and disability

Author(s):  Scott HAY-BARTLEM

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Residence and superannuation

Author(s):  Chris WYETH

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Real estate development and SMSFs

Author(s):  Bryce FIGOT,  Daniel BUTLER

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Property investment strategies

Author(s):  Neal DALLAS,  Peter VILAYSACK

Materials from this session:

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