Published on 17 Jul 07
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- what you can and can not do with pre ’99 trusts
- when unit trusts can still be used as investment vehicles for super funds
- tax issues relating to the use of unit trusts
- other strategies which can enable a fund to invest in property.
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. He now operates a tax consulting business through Balena Tassa Pty Ltd. Richard has particular expertise in tax and related structuring issues for the private client market. Most of his work is done by way of consulting to, and providing training for, accountants and lawyers around Australia who operate in these areas.
- Current at
19 May 2017