shopping_cart

Your shopping cart is empty

Superannuation - related trusts and unit strategies 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 18 Sep 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • pre 1999 unit trusts - dos and don’ts
  • ability to utilise unit trusts post 1999
  • 50/50 unit trust structures
  • in-house asset rules and exclusions
  • investments in private companies
  • non-arms length income.

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne Mackenzie, CTA is a Barrister specialising in financial services, superannuation, trusts and equity, and taxation law. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. Suzanne regularly appears in the Federal Court and the Supreme Court of South Australia and more recently has acted for the trustees of AustralianSuper, Host-Plus and Equip Super in applications before the Supreme Court of South Australia. - Current at 22 November 2023
Click here to expand/collapse more articles by Suzanne MACKENZIE.

 

This was presented at Superannuation Intensive .

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

Individual sessions

Superannuation income streams

Author(s):  Peter CRUMP

Materials from this session:

Contributions regime - post 1 July 2007

Author(s):  Kerri PARKER

Materials from this session:

Superannuation - related trusts and unit strategies

Author(s):  Suzanne MACKENZIE

Materials from this session:

Superannuation - real property

Author(s):  Stephen HEATH

Materials from this session:

Further details about this event:

 

Copyright Statement