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  Miscellaneous 2010

Self managed super funds Getting it right

Source: Victoria

Published Date: 4 Mar 2010

 

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This paper examines recent developments and current issues for self managed superannuation funds including:
  • governance - investment strategy
  • sole purpose test - What a SMSF can and can't do?
    • business activities
    • property development
    • borrowing (incl 67(4A) SISA)
    • related party transactions
    • managing the risk of the activity
  • issues from the National Tax Liaison Group Superannuation Technical Sub-group.
Author(s)

Individual Session

Self managed super funds - Getting it right

Author(s): Naomi Pavlakis , Rob Jeremiah CTA
Materials from this session:

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Details

  • Published By: Naomi Pavlakis
  • Published On:4 Mar 2010
  • Took place at:Melbourne Convention & Exhibition Centre

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Miscellaneous 2010

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