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Investment restrictions and strategies for SMSFs 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 02 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • overview of the prudential regulations regarding investments
  • establishing an investment strategy
  • investing in related entities and the in-house asset rules
  • overview of some of the prohibitions, eg. borrowings and charging
  • investing in certain products - what are installments warrants and what are the changes?
  • tips and strategies.

Author profile

Denis Barlin CTA
Denis is a Barrister at 13 Wentworth Selborne Chambers. He advises on taxes generally (both federal and state taxes), superannuation, equity and trusts, as well as asset protection. Denis also conducts disputes as an advocate in both state and federal tribunals and courts. - Current at 02 June 2015
Click here to expand/collapse more articles by Denis BARLIN.

 

This was presented at Superannuation Intensive .

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Individual sessions

Superannuation: getting money into the fund

Author(s):  Hugh TAYLOR

Materials from this session:

Investment restrictions and strategies for SMSFs

Author(s):  Denis BARLIN

Materials from this session:

Pension strategies pre and post 30 June 2007

Author(s):  Jemma SANDERSON

Materials from this session:

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