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SMSFS taking interests in unit trusts presentation

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Non Member Price: $15.00

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Published on 25 May 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • consider proportionate interest holding
  • implications where SMSF interest > 50%
  • related party transactions
  • non-arm’s length income (NALI) and structure
  • proceeds derived via interest in unit trust.

Author profile

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
Click here to expand/collapse more articles by Daniel SMEDLEY.

 

This was presented at 2017 Private Business Tax Retreat .

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