Miscellaneous 2009

In-specie transfers

Source: Western Australia

Published Date: 15 Oct 2009

 

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With superannuation being the preferred investment vehicle in Australia due to the tax concessions, it is no surprise that members attempt to enhance their benefits by transferring property into their funds. This paper covers issues in the implementation of this strategy including:
  • stamp duty on the transfer of property
  • capital gains tax considerations
  • ensuring that contributions are within the limits and
  • GST.

Individual Session

In-specie transfers

Author(s): Daniel Fry CTA
Materials from this session:

Details

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