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Property investment strategies paper

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:

Peter VILAYSACK
Peter is a Senior Associate in McCullough Robertson's Tax Group. He has extensive experience advising clients in relation to appropriate legal structures for their personal and business interests.He has particular expertise in the area of superannuation including industry and self-managed funds, and in the structuring of trusts. Current at 21 August 2012
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Neal DALLAS
Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009
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This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Contributing to super - issues to consider

Author(s):  Colin LEWIS

Materials from this session:

Insurance and disability

Author(s):  Scott HAY-BARTLEM

Materials from this session:




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