Published on 12 Jun 14
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
unrelated unit trusts
non geared related unit trusts
limited recourse borrowing arrangements
pre 99 geared unit trusts.
Constantinos Gotsis CTA
Con is the Director in charge of Pascoe Partners Accountants' self-managed superannuation fund division and is the Director and Responsible Manager of the firm's AFSL company Western Advisory. Pascoe Partners Accountants provides taxation, superannuation, and estate planning advice to over 2,500 client groups and 750 SMSFs. Pascoe Partners Accountants also attend to the independent audit of over 850 SMSF's. Con has been a CPA for 20 years and has a Masters of Taxation from Curtin University. Con is a Tax Institute Chartered Tax Advisor and a SMSFA accredited Specialist Advisor and Auditor. Con also holds a Diploma of Financial Services (FP) and has been accredited by CPA Australia as a financial planning specialist and is an Affiliate of the Financial Planning Association of Australia. Con is a regular public speaker on superannuation issues for The Tax Institute and SMSF Association and a member of the TIA and SMSFA professional development committees. Current at 24 March 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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