Published on 10 Sep 20
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- what are lumpy assets
- getting lumpy assets into SMSFs
- requirement to keep assets separate
- lumpy assets and the sole purpose test
- lumpy assets and investment strategies
- lumpy assets and pensions.
Craig has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008