Published on 28 May 09
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
why is gearing in SMSFs a useful strategy and what are the benefits?
what are the rules and restrictions for establishing gearing in SMSFs?
how to structure a gearing program for an SMSF?
case studies looking at gearing into share portfolios, property and strategies that can be used for small business clients.
Stephen is a Financial Adviser and Superannuation and Retirement Planning Specialist at Patersons
Securities Limited, one of Australia’s leading full-service stockbroking and financial services firms.
Stephen has been involved with the financial services industry for over 18 years and he provides
strategic technical advice to the clients of Patersons and external accounting groups specialising in
self-managed superannuation funds. Current at 01 April 2009
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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