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Superannuation - Gearing paper


This paper covers:

  • gearing in superannuation funds
  • ‘improvements’ to real property - Whether it causes there to be a ‘replacement asset’
  • off-the plan purchases by trustees of self-managed superannuation funds using borrowed funds
  • in house asset issue - Repayment of the borrowings
  • the type of trust required for the purposes of a section 67A of the SIS Act arrangement
  • goods and services tax implications in the context of section 67A of the SIS Act
  • New South Wales stamp duty implications
  • Platinum Investments - Implications for section 67A of the SIS Act arrangements with respect to NSW real property
  • refinancing strategy.

Author profile

Denis Barlin CTA
Denis is a Barrister at 13 Wentworth Selborne Chambers. He advises on taxes generally (both federal and state taxes), superannuation, equity and trusts, as well as asset protection. Denis also conducts disputes as an advocate in both state and federal tribunals and courts. - Current at 02 June 2015
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This was presented at NSW 5th Annual Tax Forum .

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