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SMSFs and real property case study

SMSFs and real property case study

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Non Member Price: $75.00

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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 21 Oct 05 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This case study considers the superannuation and taxation issues that arise when transferring real property to, or from, a self managed superannuation fund. The case study covers:

investment restrictions imposed by the Superannuation Industry (Supervision) legislation and trust law
CGT, GST and stamp duty issues
direct and indirect holdings (including as tenants-in-common and via unit trusts)
using real property to support pension liabilities
dealing with real property assets on death and divorce.

Author profile

Matthew Tripodi CTA

Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. - Current at 21 May 2015

More by Matthew TRIPODI

Dying for a fight about super paper - 07-May-2015
SMSF borrowing paper - 03-February-2012
SMSF's: The preferred wealth creation vehicle - 01-June-2011
SMSFs: The preferred wealth creation vehicle? paper - 14-April-2011
Excess contributions tax - What is it and are there any remedies paper? - 30-July-2010
Case studies and suggested solutions appreciating the risks: And making sure our clients appreciate them too paper - 16-October-2009
Government's plan to simplify & streamline superannuation: where are we now? - summary of proposed changes paper - 24-November-2006
The erosion of asset protection paper - 15-September-2006
The government's plan to simplify and streamline superannuation: where are we now? Summary of proposed changes paper - 15-September-2006
Investment Restrictions and Real Property Investments seminar paper - 09-June-2004
Estate Planning Issues to be Aware of seminar paper - 12-February-2004

Click here to expand/collapse more articles by Matthew TRIPODI.

This was presented at South Australian Tax Intensive Seminar .

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Partnership restructuring/generational changes

Author(s): Peter SLEGERS

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Partnership restructuring/generational change case study

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DisclaimerThese materials are 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.

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