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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:

Ron DOIG
Ron is a Partner in the law firm Munro Doig. He practises extensively in superannuation, taxation and related commercial areas, and has done so for over 10 years. Advice is given to a wide range of clients including private and public company groups, industry master and self managed funds, and to the accounting profession and other advisers to the superannuation and financial services industry. Ron has presented numerous papers on a wide range of superannuation topics and is a lecturer on superannuation for the Securities Institute and in the trustee training courses run by the Association of Superannuation Funds of Australia. Ron’s practice focuses on superannuation, but extends into related areas, such as retirement and estate planning, and business and asset structuring.
Current at 11 April 2008 Current at 29 April 2008 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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