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The use of unit trusts and other property strategies paper

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Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what you can and can not do with pre ’99 trusts
  • when unit trusts can still be used as investment vehicles for super funds
  • tax issues relating to the use of unit trusts
  • other strategies which can enable a fund to invest in property.

Author profile

Richard Friend CTA
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. He now operates a tax consulting business through Balena Tassa Pty Ltd. Richard has particular expertise in tax and related structuring issues for the private client market. Most of his work is done by way of consulting to, and providing training for, accountants and lawyers around Australia who operate in these areas. - Current at 19 May 2017
Click here to expand/collapse more articles by Richard J FRIEND.

 

This was presented at Superannuation Intensive: The brave new world .

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

Individual sessions

Fund termination and matrimonial breakdown

Author(s):  Neal DALLAS

Materials from this session:

Pension strategies

Author(s):  David WOOLLEY

Materials from this session:

The use of unit trusts and other property strategies

Author(s):  Richard J FRIEND

Materials from this session:

Superannuation - contribution strategies

Author(s):  Ian BURGESS

Materials from this session:

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