Published on 28 Apr 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Note that this presentation was presented on both 28 February and 28 April at the events "Direct Gearing of Super Funds: The Instalment Warrant Revolution."
This presentation covers topics such as:
- what are instalment warrants?
- investment restrictions
- borrowing prohibition
- the bare trust relationship
- the borrowing relationship
- in-house asset test
- charging prohibition
- income tax
- stamp duty.
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Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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Further details about this event: