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When property and superannuation intersect – Recognising opportunity, avoiding pitfalls paper

Published on 22 Mar 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • whether joint ventures with superannuation funds are still viable
  • alternatives to LRBA
  • NALI rules with direct and indirect interests in property
  • the most overlooked issues when superannuation funds invest in property.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at 4th Property and Construction Intensive .

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