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Investment structuring within SMSFs presentation


This presentation covers:

  • investments in the unit trusts and the impact of 30 June 2009
  • borrowing by self-managed funds
  • ATO guidance on the sole purpose test and the giving of financial assistance.

Author profile

Allan McPherson CTA
Photo of author, Allan MCPHERSON Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states. - Current at 07 September 2016
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This was presented at SME Intensive .

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