Published on 24 Jul 09
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- options for funds wanting to borrow - instalment warrants, unit trusts with unrelated parties, pre-1999 unit trusts
- ungeared arrangements - ungeared trusts, joint property holdings, joint ventures
- recent Tax Office rulings and guidance.
Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters, including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. Current at 18 August 2016
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Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. Current at 07 April 2015
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