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  Miscellaneous 2009

Driving super"2009 style presentation!

Source: QLD

Published Date: 19 Feb 2009

 

As your clients nervously eye the investment & real estate markets, how can you help them structure their investments inside super? What issues need your attention? This presentation covers:

  • instalment warrant trusts:
    • you know the rules, but how can you set one up in practice?
    • what are the do's and don'ts?
    • are the banks really bothered?
    • will trust cloning changes impact in your approach?
  • what other gearing options exist and when should you use them?
  • what should you do with pre 11 August 1999 unit trusts as the 30 June 2009 deadline approaches?
  • contributions: what's hot for 2009?

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  • Published By: Paul Banister CTA
  • Published On:19 Feb 2009
  • Took place at:The Chifley at Lennons, Brisbane

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