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.
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 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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