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Superannuation debt arrangements 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 14 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • the new regulations that allow SMSFs to borrow
  • how to structure this borrowing correctly
  • the restrictions that apply to gearing in a SMSF
  • the accounting issues associated with these changes
  • other tax implications to consider - CGT, stamp duty, GST.

Author profiles

Chris Tsovolos FTI
Chris is focused on delivering private client services to families, individuals and privately held businesses across a range of personal and commercial tax issues. His clients rely on his strategic approach to personal and business succession planning, wealth protection and asset structuring. He also has significant experience in assisting clients with asset protective structuring and taxation planning and structuring. In respect of taxtion law, Chris also assists clients in dealing with ATO audits and reviews, including lodging objections and appeals against ATO assessments and NSW State Revenue Office determinations. Chris has lectured for Western Sydney University and regularly presents for the Chartered Accountants Australia and New Zealand, Tax Institute of Australia, Australian Society of Certified Practising Accountants and other associations in respect of topics that are part of the core areas of his practice. - Current at 22 September 2020
Click here to expand/collapse more articles by Chris TSOVOLOS.
Raymond Lim
Raymond works for Bartier Perry - Current at 14 May 2008

 

This was presented at Superannuation Intensive .

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

Individual sessions

Auditing and compliance issues

Author(s):  Belinda AISBETT

Materials from this session:

Borrowing & superannuation – A lawyer's and accountant’s perspective

Author(s):  Hugh TAYLOR

Materials from this session:

The pension asset tax exemption – Segregation & actuarial requirements

Author(s):  Craig DAY

Materials from this session:

Superannuation strategies and case studies

Author(s):  Jemma SANDERSON

Materials from this session:

Estate planning through superannuation

Author(s):  Craig DANGAR

Materials from this session:

Further details about this event:

 

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