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Installment warrants presentation

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
  • GST
  • stamp duty.

Author profiles:

Denis Barlin CTA
Denis is a Barrister at 13 Wentworth Selborne Chambers. He advises on taxes generally (both federal and state taxes), superannuation, equity and trusts, as well as asset protection. Denis also conducts disputes as an advocate in both state and federal tribunals and courts. Current at 02 June 2015 Click here to expand/collapse more articles by Denis BARLIN.
 
Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 Click here to expand/collapse more articles by Ken SCHURGOTT.

This was presented at Direct Gearing of Super Funds: The Instalment Warrant Revolution.

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