Published on 23 May 13
by TASMANIAN DIVISION, THE TAX INSTITUTE
This paper focuses on self-managed super funds. The alcohol industry raises some interesting issues including:
- winery and peat bog – can they be owned by a super fund?
- what if the fund owns and runs the business?
- what happens when a member retires (or dies)?
- how will the fund auditor view all this?
Matthew Tol CTA
Matthew is the Principal of MTA Optima,
a highly specialised chartered accounting firm.
Matthew has been advising customers in the SME
market on business structuring, taxation and strategic
issues for over 20 years and has been working in the
superannuation field since before the introduction of
the Superannuation Industry (Supervision) Act. With a
national and international customer base, he is aware of
the issues confronting SMEs in the current environment
and has a sharp focus on the areas where opportunities
lie for his firm’s customers. He is a Fellow of the Institute
of Chartered Accountants and a Fellow of the VeraSage
Institute. Current at 23 May 2013
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