Miscellaneous 2007

Investment restrictions and strategies for SMSFs

Source: New South Wales

Published Date: 2 May 2007

 

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This paper covers:

  • overview of the prudential regulations regarding investments
  • establishing an investment strategy
  • investing in related entities and the in-house asset rules
  • overview of some of the prohibitions, eg. borrowings and charging
  • investing in certain products - what are installments warrants and what are the changes?
  • tips and strategies.

Individual Session

Investment restrictions and strategies for SMSFs

Author(s): Denis Barlin
Materials from this session:

Details

  • Published By: Denis Barlin
  • Published On:2 May 2007
  • Took place at:Dockside, Darling Harbour

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2007

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