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Unit trusts – The optimal vehicle for property acquisitions? paper

Published on 27 Feb 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • issues surrounding fixed trusts
  • the pros and cons of unit trusts against other acquisition vehicles
  • financing the project – borrowing at the unit holder or trustee level
  • managing Division 7A and UPE issues
  • utilising tax losses
  • accessing tax shelters from capital works and allowances
  • winding up – unit redemption versus capital distribution and vesting.

Author profile:

Chris Ardagna CTA
Chris is a Lawyer at Schurgott, Noolan Ardagna Pty Ltd specialising in all areas of taxation. He acts primarily for high-wealth individuals and large private groups, and has a particular focus on the property industry, advising clients on all aspects of property transactions, both in Australia and internationally. Chris also has expertise in dealing with the revenue authorities in terms of ruling applications, the conduct of audits, objections and settlement negotiations. Chris has been a director of Schurgott Noolan Ardagna for two years. Prior to that he was a Partner at Pitcher Partners. Current at 16 October 2014 Click here to expand/collapse more articles by Chris ARDAGNA.
 

This was presented at SME Property Masterclass.

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Panel session

Author(s):  Chris ARDAGNA,  Martin BOOTH,  Scott MCGILL,  Andrew RIDER,  Todd Want

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