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Direct gearing of super funds: the instalment warrant revolution presentation

Published on 06 Dec 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

Issues covered in this presentation include:

  • what an instalment warrant is and why the SIS Act was amended
  • statutory requirements for a complying loan
  • freedoms and uncertainties in the legislation
  • why you might want to gear a super fund, with a focus on SMSFs and real estate
  • when gearing would be inappropriate
  • how to implement a geared direct real estate investment.

Author profile:

Jeffrey CHANG
Current at 07 July 2015 Click here to expand/collapse more articles by Jeffrey CHANG.
 

 

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