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

  • outline of in-house asset rules
  • outline of the transitional rules
  • action required before 30 June 2009.

Author profile

Tim Pepper
Tim holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 24 September 2008
Click here to expand/collapse more articles by Tim PEPPER.

 

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:

Further details about this event:

 

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