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Superannuation - related trusts and unit strategies paper

Published on 18 Sep 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • pre 1999 unit trusts - dos and don’ts
  • ability to utilise unit trusts post 1999
  • 50/50 unit trust structures
  • in-house asset rules and exclusions
  • investments in private companies
  • non-arms length income.

Author profile:

Author Photo - Suzanne Mackenzie CTA
Suzanne Mackenzie CTA
Suzanne is Partner and Practice Leader at DMAW Lawyers and has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to all South Australian large superannuation funds and her practice is involved in working with accountants, advisers and high net worth individuals involved in the self-managed superannuation industry, particularly in complex areas. Current at 01 January 2016 Click here to expand/collapse more articles by Suzanne MACKENZIE.
 

This was presented at Superannuation Intensive.

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