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SMSFs - Contemporary Issues presentation

Published on 10 Mar 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers the following issues:
- after Lock's Case, does your client have a s.66 problem that needs addressing?
- when is your client's negatively geared unit trust still useful?
- how does Division 13.3A of the Regulations operate?

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
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This was presented at Tax Solutions for SMEs .

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Interest: Issues that Demand Attention - Now!

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SMSFs - Contemporary Issues

Author(s):  Paul BANISTER

Materials from this session:





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