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Structured investments 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 03 Jun 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • investments in trusts and companies
  • borrowing by funds - the latest issues
  • terms contracts - the alternative to borrowing.

Author profile

Philip Broderick CTA
Phil Broderick, CTA is a principal of Sladen Legal and heads its superannuation team. He is member of a number of superannuation related committees, including being a member and the former chair of The Tax Institute’s superannuation committee and director and chair of the Institute of Financial Professionals Australia technical and policy committee. He is also a member of the ATO’s the Superannuation Industry Stewardship Group . Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices. Phil’s areas of practice include superannuation, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring. Phil was listed in the 2020 to 2026 Best Lawyers Australia for superannuation law and in 2026 for tax law, was recommended in Doyles leading Victorian tax lawyers for 2021 and 2023 and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019. - Current at 21 July 2025
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This was presented at Superannuation Intensive .

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Individual sessions

Contributions & the contribution caps

Author(s):  Noelle KELLEHER,  Sophie WILLIAMS

Materials from this session:

Structured investments

Author(s):  Philip BRODERICK

Materials from this session:

Superannuation and death

Author(s):  Thalia KALABOUKAS,  Chris KETSAKIDIS

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Reserving strategies - The tips and the traps

Author(s):  Robert O'Donohue

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