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Super Fund Investments powerpoint presentation

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Non Member Price: $15.00

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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 25 Sep 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include:
- SIS Act investment restrictions
- Acquisition of assets from related parties
- In-house asset rule - transitional issues
- Unit Trusts - geared and ungeared
- Joint venture investments
- Charges over joint assets
- Investment strategies

Author profile

Mary SIMMONS
Mary is a manager in William Buck's Tax Consulting Group. She provides superannuation advice to a large network of accountants, financial planners and other professionals. With an in depth knowledge of superannuation and related issues, Mary has presented at seminars for leading industry bodies such as the FPA, the ICAA and the TIA.
Current at 11 June 2004
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This was presented at Superannuation intensive .

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Author(s):  Daniel BUTLER

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Payment of Benefits

Author(s):  Winsome HOWSON

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RBL Planning

Author(s):  Peter HOGAN

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Super Fund Investments

Author(s):  Mary SIMMONS

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Superannuation update

Author(s):  Mark WILKINSON

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