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Driving super–2009 style presentation!

Published on 19 Feb 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

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:

Author Photo - Paul BANISTER
Paul BANISTER
Current at 28 June 2011 Click here to expand/collapse more articles by Paul BANISTER.
 

 

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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