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Installment warrants 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 28 Apr 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Note that this presentation was presented on both 28 February and 28 April at the events "Direct Gearing of Super Funds: The Instalment Warrant Revolution."

This presentation covers topics such as:

  • what are instalment warrants?
  • investment restrictions
  • borrowing prohibition
  • the bare trust relationship
  • the borrowing relationship
  • in-house asset test
  • charging prohibition
  • income tax
  • GST
  • stamp duty.

Author profiles

Denis Barlin CTA
Denis is a Barrister at 13 Wentworth Selborne Chambers. He advises on taxes generally (both federal and state taxes), superannuation, equity and trusts, as well as asset protection. Denis also conducts disputes as an advocate in both state and federal tribunals and courts. - Current at 02 June 2015
Click here to expand/collapse more articles by Denis BARLIN.
Kenneth Schurgott CTA-Life
Ken is a Solicitor and Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 06 July 2022
Click here to expand/collapse more articles by Ken SCHURGOTT.

 

This was presented at Direct Gearing of Super Funds: The Instalment Warrant Revolution .

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

Individual sessions

Installment warrants: Part I - Structure & practice

Author(s):  Denis BARLIN,  Ken SCHURGOTT

Materials from this session:

Part II - Warrants in practice

Author(s):  Mark PAYNE

Materials from this session:

Further details about this event:

 

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