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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 CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups, and trustee training. - Current at 30 August 2017
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This was presented at Estate Planning: Practical & Strategic .

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Family provision applications

Author(s):  John DE GROOT

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