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Estate planning instalment warrants presentation

Published on 23 Oct 08

This presentation covers:

  • identifying the key features of the SIS borrowing rules
  • examining ATO guidance and some key issues in applying the rules
  • emerging approaches and alternatives.

Author profile:

Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009 Current at 14 January 2013 Click here to expand/collapse more articles by Neal DALLAS.


This was presented at Estate Planning: Practical & Strategic .

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Individual sessions

Family provision applications

Author(s):  John DE GROOT

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