Published on 04 Jun 03
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Issues covered in this presentation include:
- joint venture investments
- charges over joint assets
- business real property
- unit trusts
- investment restrictions
- sole purpose test (would we?).
Stephen is Manager - Superannuation with Merit Partners. He is a Fellow of the Institute of Chartered Accountants and has been in the profession for almost 18 years. He specialises in retirement planning, superannuation law and financial planning. He has been a frequent presenter for the NIA, ICAA, CPA and the Taxation Institute on superannuation and retirement planning issues.
- Current at
04 March 2009