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Property investment strategies presentation


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.

Author profiles

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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Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e 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 23 February 2021
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This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Contributing to super - issues to consider

Author(s):  Colin LEWIS

Materials from this session:

Insurance and disability

Author(s):  Scott HAY-BARTLEM

Materials from this session:

Further details about this event:


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