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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
Suzanne MACKENZIE
Current at 18 January 2012 Click here to expand/collapse more articles by Suzanne MACKENZIE.
 

This was presented at Superannuation Intensive .

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