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Instalment warrants – practical applications 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 26 May 08 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

With all the hype around instalment warrants at the moment it is important that as advisers we stop and consider whether or not they will assist our clients in achieving their own particular goals. This paper takes a practical view of instalment warrants including case studies to highlight common issues that arise when implementing these strategies. Topics include:

  • DIY applications; case studies
  • documentation issues
  • security supporting limited recourse loans
  • commercial terms of lending
  • deductibility of interest
  • conclusions - is there a value add?
  • latest ATO developments.

Author profile

Neil Oakes CTA
Neil is a Tax Director at Perks Chartered Accountants and holds a Masters Degree in Tax Law from UNSW (Atax). Neil currently heads up the Technical Tax consulting division within Perks. He specialises in providing commercially focused tax advice to a wide range of clients. - Current at 22 December 2021
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This was presented at Superannuation Intensive .

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Individual sessions

Case studies - wealth migration to and from SMSFs

Author(s):  Peter SLEGERS

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SMSFs: fund administration – getting the details right

Author(s):  Daniel JENKINSON

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SMSFs: fund administration – the tax issues

Author(s):  Peter CRUMP

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Instalment warrants – practical applications

Author(s):  Neil OAKES

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Case study – instalment warrants and property speculation

Author(s):  Stephen HEATH

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