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Superannuation - investment restrictions and strategies presentation

Published on 13 Sep 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation cover the following:

  • overview of the prudential regulations regarding investments
  • investing in related entities and the in-house asset rules
  • overview of prohibitions eg borrowings and charging.

Author profile:

Ronald Doig FTI
Ron practices in superannuation, taxation and related areas such as estate planning and business and asset structuring. Advice is given to a wide range of clients including the accounting profession and other consultants to the business community, and the financial services industry. Ron is a director of the West Perth firm Munro Doig. Current at 01 March 2015 Click here to expand/collapse more articles by Ron DOIG.
 

This was presented at Superannuation Intensive.

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Superannuation - investment restrictions and strategies

Author(s):  Ron DOIG

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