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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

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial matters work. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. She acts for trustees of large industry and retail funds as well as public sector funds and also regularly acts in relation to smaller individual claims and matters affecting SMSFs. - Current at 16 September 2021
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This was presented at Superannuation Intensive .

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