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Trusts and property strategies presentation

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.

Author profile:

Author Photo - Richard Friend CTA
Richard Friend CTA
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. Since 2006, he has operated a tax consulting business through Balena Tassa Pty Ltd. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME and high net worth clients. Most of this work is done by way of consulting to, and providing training for, accountants and lawyers who operate in these areas. Current at 19 September 2016 Click here to expand/collapse more articles by Richard J FRIEND.
 

This was presented at Superannuation Intensive: The brave new world.

Get a 20% discount when you buy all the items from this event.

Individual sessions



Superannuation - contribution strategies

Author(s):  Ian BURGESS

Materials from this session:

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