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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

Materials from this session:




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