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 30 May 2007
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.