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Investment rules update and June 2009 trust issues 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 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation investment fundamentals, from the sole purpose test to in-house assets
  • in-house assets in detail
  • related party dealings - knowing the bounds
  • related trusts and 30 June 2009 - consequences and opportunities.

Author profile

Michael Lorimer CTA
Michael is a Director of Managed Financial Strategy Ltd, a specialist financial advisory business based in Brisbane. Of his 19 years experience in the financial services industry, Michael has over 16 years of specialisation in self managed superannuation. - Current at 17 April 2008

 

This was presented at Superannuation Intensive .

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Individual sessions

Contributions - it’s all in the timing

Author(s):  Chris WYETH

Materials from this session:

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:

Instalment warrants and gearing strategies

Author(s):  Ian BURGESS

Materials from this session:

Withdrawal & pension strategies

Author(s):  Allan MCPHERSON,  Lyn FORMICA

Materials from this session:

Superannuation and death

Author(s):  Neal DALLAS

Materials from this session:

Further details about this event:

 

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