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SMSF - investment restrictions presentation

Published on 02 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview of the prudential regulations regarding investments
  • establishing an investment strategy
  • investing in related entities and the in-house asset rules
  • overview of some of the prohibitions, eg. borrowings and charging
  • investing in certain products - what are installments warrants and what are the changes?
  • tips and strategies.

Author profile:

Denis BARLIN
Current at 16 May 2011 Click here to expand/collapse more articles by Denis BARLIN.
 

 

This was presented at Superannuation Intensive .

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