ATMA Professional Development Group - Newcastle - 10 June 2008

Borrowing within a Self Managed Super Fund

  Super Funds have been restricted from borrowing money for many years. The reason is that legislators thought that if super funds were allowed to borrow money, they could subject the fund’s assets to an unacceptable level of risk.

So if a super fund invests in instalment warrants, is this a breach of the law which states that super funds cannot borrow? 


The new instalment warrant rules allow borrowing by a super fund to acquire an asset. This is possible the most significant change in rules in the past decade. 

This presentation will provide participants with an overview of Instalment Warrants and of the new changes to legislation, and will cover the following topics:

  • Introduction
  • Examples and Strategies
  • Legislative amendments
  • Traps, Risk, Tax & Stamp Duty
  • Essential Aspects
  • Advisers Roles
  • What is permitted
  • Related Compliance Issues
 The presentation will conclude with Q & A

Name Sales End Price
Member Ended $44
Non Member Ended $55

On the Web

ATMA Professional Development Group - Newcastle - 10 June 2008

Eventbrite - Association of Taxation and Management Accountants presents ATMA Professional Development Group - Newcastle - 10 June... - Tuesday, June 10, 2008 …

Sue Robson - Newcastle University, Newcastle upon …

Sue teaches on postgraduate professional development ... June 1, Newcastle University. ... 2008. Robson S, ...

Dony Sinanda Putra | LinkedIn