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.
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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