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Unit trusts: 30 June 2009 issues presentation

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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 07 Apr 08 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers: 

  • can super funds invest in unit trusts after 30 June 2009?
  • when is a unit trust a related party?
  • fresh unit subscriptions/income reinvestment after 30 June 2009.

Author profile

Daniel Jenkinson
Daniel Jenkinson, ATI is a principal at DMAW Lawyers, practising in corporate and commercial law, with a particular focus on superannuation and financial services. He has had a particular interest in superannuation for more than 10 years and regularly acts for the trustees of APRA regulated funds, public sector funds, SMSFs, employers, accountants and other advisers in connection with all aspects of superannuation law. - Current at 22 September 2017
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This was presented at Sophisticated Super Strategies: Instalment Warrants and Other Current Issues .

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