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Pre 1999 unit trusts: Opportunities beyond 30 June 2009 paper

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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 16 Apr 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • unit trusts beyond 30 June
  • opportunities available
  • exempt unit trust investments
  • interaction of borrowing and unit trusts
  • case studies.

Author profile

Jemma Sanderson CTA
Jemma Sanderson, CTA, is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy to accounting, legal and financial planning groups. Jemma has over 25 years’ experience in developing complex strategies for high-net-worth clients. Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across the country and is the author of The Tax Institute’s popular publication, the SMSF Guide, in its ninth edition. Jemma received the 2024 Community Service Award at The Tax Institute’s Tax Summit for her contribution to the the Tax Institute. - Current at 05 May 2026
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Pre 1999 Unit Trust in Superannuation: Preparing for the Looming Deadline .

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Individual sessions

Pre 1999 unit trusts - still a self managed superannuation fund's best friend

Author(s):  Tim PEPPER

Materials from this session:

Pre 1999 unit trusts: Opportunities beyond 30 June 2009

Author(s):  Jemma SANDERSON

Materials from this session:

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