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Unit trust investments beyond 30 June 2009 presentation


This presentation covers:

  • unit trusts beyond 30 June
  • opportunities available
  • exempt unit trust investments
  • interaction of borrowing and unit trusts
  • case studies.

Author profile

Jemma Sanderson CTA
Photo of author, Jemma SANDERSON Jemma is a Director at Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over 17 years experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 8th edition, and is the author and convenor of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year at the 2017 National Women in Finance awards. - Current at 08 January 2018
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This was presented at Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline .

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Individual sessions

Pre 1999 unit trusts - still a self managed superannuation fund's best friend

Author(s):  Tim PEPPER

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