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104421
Individual Podcasts

Issues With SMSFs Investing in Unit Trusts

Whilst an SMSF can invest in unit trusts, care needs to be taken to ensure the investment satisfies the requirements of the superannuation laws. This podcast looks into the types of unit trust investments that are permissible.

Date/Time

About the Podcast

Whilst an SMSF can invest in unit trusts, care needs to be taken to ensure the investment satisfies the requirements of the superannuation laws. This podcast looks into the types of unit trust investments that are permissible.

Presented By

Clinton Jackson
Partner, Cooper Grace Ward Lawyers Brisbane, Qld

As part of Cooper Grace Ward’s commercial team, Clinton advises his clients on an extensive range of commercial and corporate matters, business mergers, acquisitions and sales, tax and structuring issues, self-managed superannuation, asset protection and succession, restructuring and exit strategies.

Clinton’s unique range of expertise enables him to assist his clients with both their personal and business legal issues and to advise through all phases of the business/investment lifecycle – from start up, growth, expansion, transition and exit.

He is passionate about ensuring his clients receive the most accurate, cost effective and commercial advice.

Clinton is an accredited specialist superannuation adviser with the SMSF Association and is a highly sought after speaker who regularly presents at seminars and conferences on a range of topics for the Tax Institute, the Television Education Network, the Queensland Law Society, SMSF Association and Institute of Chartered Accountants.

CPD Information

0.6 CPD hours

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

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