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Driving super–2009 style presentation!


As your clients nervously eye the investment & real estate markets, how can you help them structure their investments inside super? What issues need your attention? This presentation covers:

  • instalment warrant trusts:
    • you know the rules, but how can you set one up in practice?
    • what are the do's and don'ts?
    • are the banks really bothered?
    • will trust cloning changes impact in your approach?
  • what other gearing options exist and when should you use them?
  • what should you do with pre 11 August 1999 unit trusts as the 30 June 2009 deadline approaches?
  • contributions: what's hot for 2009?

Author profile

Paul Banister CTA
Photo of author, Paul BANISTER Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. - Current at 15 March 2021
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This was presented at SME Intensive: Setting the Foundations for the New Year .

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

Individual sessions

Dealing with Debt Issues

Author(s):  Mark REYNOLDS

Materials from this session:

Driving Super–2009 Style!

Author(s):  Paul BANISTER

Materials from this session:

Refocus on Limiting Liability in Uncertain Times

Author(s):  Steven GRANT

Materials from this session:

Further details about this event:


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