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Investments by SMSFs

Published on 09 Oct 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation focuses on workshop case studies of the investment rules affecting SMSFs, especially due to the raft of recent legislative changes.

Author profiles:

Noel Beharis CTA
Noel is the Tax Technical Director for Dominion Private Clients. Noel commenced in the legal profession as an articled clerk at Phillips Fox Solicitors and worked there until 1992 as a litigator in their insurance litigation division. For the last 14 years since leaving Phillips Fox he has worked at Pitcher Partners, William Buck, MGI Meyrick Webster and his current employer in varying tax technical roles. Areas of expertise include corporate and international taxation, taxation of large private enterprises, high wealth individuals and defending tax audits. Current at 15 September 2011 Click here to expand/collapse more articles by Noel BEHARIS.
 
Dr Mark Pizzacalla CTA
Mark is Partner-in-Charge of the Private Clients practice at BDO Melbourne as well as being integrally involved in the firm's Tax and Advisory practice. Mark's focus is on both strategic tax advisory and tax compliance as they relate to the private client sector. Mark is a regular speaker on taxation issues, and a prolific writer having contributed significant tax commentary through his numerous articles, publications and conference papers. Mark has been regularly interviewed on Lateline Business in relation to current taxation issues, and is one of the few tax practitioners that has had his work cited in Australia's Parliament. Mark is a current member of The Tax Institutes Technical Committee, and former Chair of The Tax Institutes National SME Sub-Committee. Mark has been appointed by the Federal Government to the Board of Taxation - a non-statutory Board charged with contributing a business and broader community perspective in improving the design of taxation laws and their operation. Current at 06 September 2016 Click here to expand/collapse more articles by Mark PIZZACALLA.

This was presented at Superannuation.

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Individual sessions

Superannuation

Author(s):  Daniel BUTLER

Materials from this session:


Family law and superannuation

Author(s):  Anthea NOLAN

Materials from this session:


Further details about this event:

 

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