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Investment rules update and June 2009 trust issues presentation

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation investment fundamentals, from the sole purpose test to in-house assets
  • in-house assets in detail
  • related party dealings - knowing the bounds
  • related trusts and 30 June 2009 - consequences and opportunities.

Author profile:

Michael Lorimer CTA
Michael is a Director of Managed Financial Strategy Ltd, a specialist financial advisory business based in Brisbane. Of his 19 years experience in the financial services industry, Michael has over 16 years of specialisation in self managed superannuation. Current at 17 April 2008
 

This was presented at Superannuation Intensive.

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Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

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