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Superannuation - related trusts and unit strategies presentation

Published on 18 Sep 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • pre 1999 unit trusts - dos and don’ts
  • ability to utilise unit trusts post 1999
  • 50/50 unit trust structures
  • in-house asset rules and exclusions
  • investments in private companies
  • non-arms length income.

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne Mackenzie, CTA, Suzanne is a founding Partner and Practice Leader at DMAW Lawyers in South Australia and has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas. - Current at 22 September 2017
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This was presented at Superannuation Intensive .

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