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Driving super–2009 style 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 19 Feb 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

As your clients nervously eye the investment & real estate markets, how can you help them structure their investments inside super? What issues need your attention? This presentation covers:

  • instalment warrant trusts:
    • you know the rules, but how can you set one up in practice?
    • what are the do's and don'ts?
    • are the banks really bothered?
    • will trust cloning changes impact in your approach?
  • what other gearing options exist and when should you use them?
  • what should you do with pre 11 August 1999 unit trusts as the 30 June 2009 deadline approaches?
  • contributions: what's hot for 2009?

Author profile

Paul Banister CTA
Photo of author, Paul BANISTER Paul Banister, CTA, is a Chartered Accountant and a Partner at Grant Thornton in their Private Enterprise team in Brisbane. He has over 40 years’ experience working with clients in an array of industries to help them navigate through complex and potentially risky tax and commercial issues, including to address tax disputes. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning, estate planning and philanthropy. Paul has presented at many professional and business forums, both in Australia and internationally, and is a published author. Paul is the Vice President of The Tax Institute and was the recipient of The Tax Institute’s SME Tax Adviser of the  Year Award for 2016. - Current at 13 February 2026
Click here to expand/collapse more articles by Paul BANISTER.

 

This was presented at SME Intensive: Setting the Foundations for the New Year .

Get a 20% discount when you buy all the items from this event.

Individual sessions

CGT Update

Author(s):  Sally NEWMAN

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Current Trust Issues

Author(s):  David W MARKS

Materials from this session:

Don’t lose your Company Losses

Author(s):  Hayden BENTLEY

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Don’t lose your Trust Losses

Author(s):  Neal DALLAS

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Dealing with Debt Issues

Author(s):  Mark REYNOLDS

Materials from this session:

Driving Super–2009 Style!

Author(s):  Paul BANISTER

Materials from this session:

Refocus on Limiting Liability in Uncertain Times

Author(s):  Steven GRANT

Materials from this session:

Further details about this event:

 

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