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Investing within the SIS environment paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 31 Jul 08

This paper covers:

  • what the "in-house asset" rules really say you cannot do - and what you can
  • the new rules re non-recourse borrowings (nothing to do with warrants)
  • using unit trusts for gearing - both old trusts and new ones
  • tax consequences of different investment structures
  • why many "auditors" are not suited to auditing super funds.

Author profile

Richard Friend
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. He now operates a tax consulting business through Balena Tassa Pty Ltd. Richard has particular expertise in tax and related structuring issues for the private client market. Most of his work is done by way of consulting to, and providing training for, accountants and lawyers around Australia who operate in these areas. - Current at 19 May 2017
Click here to expand/collapse more articles by Richard J FRIEND.

 

This was presented at 2008 Queensland State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Prospects for the global economy

Author(s):  Matthew PETER

Materials from this session:

Investing within the SIS environment

Author(s):  Richard J FRIEND

Materials from this session:

Exiting from a consolidated group

Author(s):  Hayden BENTLEY

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Small business CGT concessions – Tips and traps

Author(s):  Stephen HOLMES

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Carbon offsets and emission trading

Author(s):  Brett CLARK,  Brendon MCGUIRE

Materials from this session:

Recent developments in international tax for australian businesses expanding overseas

Author(s):  Michael CHANG

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Taking your business to China

Author(s):  Murray HOWLETT

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The end game – extracting value

Author(s):  Peter J MCKNOULTY

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Ceasing to carry on a business: Tax and other considerations

Author(s):  Saxon ROSE,  Nick HARWOOD

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