Some of the rules for superannuation have been made simpler. However, when it comes to fund investments, the complexities are still there. Whether property can be purchased or transferred to a superannuation fund depends on who it was acquired from and the use of the property.
The complex rules relating to the acquisition and maintenance of property by a superannuation fund will be untangled
In particular this session will cover:
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Borrowing within the superannuation fund to cover the purchase price
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Arranging the transfer transaction through a unit trust
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Purchasing a property as tenants in common.
Benefits of attending:
Better understanding of the rules relating to property acquisition.
Workshop inclusions:
All delegates will receive a copy of the presentation and any handouts.
Who should attend:
Applicable to members in practice or business at the management level
CPE Hours:
Earn 1.5 CPE hours
Presenter
