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Direct gearing of super funds: the instalment warrant revolution presentation

Member Price: Free
Non Member Price: $15.00

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 06 Dec 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

Issues covered in this presentation include:

  • what an instalment warrant is and why the SIS Act was amended
  • statutory requirements for a complying loan
  • freedoms and uncertainties in the legislation
  • why you might want to gear a super fund, with a focus on SMSFs and real estate
  • when gearing would be inappropriate
  • how to implement a geared direct real estate investment.

Author profile

Jeffrey Chang
Jeffrey is a Partner at Thomson Geer, where he advises on a wide range of taxation, structuring and superannuation issues with a focus on privately-held businesses and high wealth family groups. His is accredited by the Law Institute of Victoria as a taxation specialist. He has held a variety of committee roles with The Tax Institute and is presently a member of the Victorian State Council. Jeffrey is the author of numerous tax articles published in professional journals, and a regular presenter at The Tax Institute's seminars. - Current at 06 June 2016
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Direct gearing of super funds: the instalment warrant revolution

Author(s):  Jeffrey CHANG

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