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A matter of trusts: Transferring Victorian property out of trusts and into SMSFs without duty

Published on 01 Mar 15 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

This article examines the ability to transfer Victorian real property out of trusts and into self-managed superannuation funds without triggering duty under the Duties Act 2000 (Vic).

Author profiles:

Melissa Brazzale
Melissa is an Associate with Sladen Legal. Current at 04 March 2015 Click here to expand/collapse more articles by Melissa Brazzale.
 
Philip Broderick CTA
Phil is a Principal, and heads the superannuation team at Sladen Legal. He provides advice to SMEs and high net worth individuals in relation to superannuation, SMSFs, estate planning, trusts, business structuring, duty and tax. Phil is a member of The Tax Institute's Superannuation Committee, National Superannuation Convention Committee and the Victorian Superannuation Education Sub-committee. He is also the chair of the Technical Committee for the Self-managed Independent Superannuation Funds Association (SISFA) and a regular attendee at the meetings of the ATO's Superannuation Industry Relationship Network (SIRN). Phil is a regular speaker and author of numerous articles. He has also lectured on superannuation for The Tax Institute's Applied Tax course. Current at 19 September 2016 Click here to expand/collapse more articles by Philip BRODERICK.
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