Current issues in investing via an SMSF - instalment warrants and private unit trusts

Source: QLD

Published Date: 28 Apr 2008


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This paper covers:

  • background to the ASX warrants market in Australia; features & types of instalment warrants
  • use of instalment warrants by SMSF's; past policies and regulation efforts by APRA and the ATO and background to the 2007 SIS amendments
  • analysis of the 2007 SIS amendments - borrowing and in-house assets rules and prohibition on charging assets
  • future use of warrants by SMSF's for investments and comparison with unit trust and corporate structures.

Individual Session

Current issues in investing via an SMSF - instalment warrants and private unit trusts

Author(s): William (Bill) D Thompson


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