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  1. DaleGG

    Accessing Superannuation funds for PI

    Private Super and unit trust Reply: 2.1.1.1.1 From: Dale Gatherum-Goss Hi Not if the trust and trustee are "related entities" to the super fund. Changes over the last couple of years have wiped out this approach . . . or, at least, it may as well have wiped out the old advantages. Have...
  2. DaleGG

    Accessing Superannuation funds for PI

    Private Super and unit trust Reply: 2.1 From: Dale Gatherum-Goss Hi Brett With due respect, you might like to keep up to date with the laws in this regard, this issue was effectively closed down about 18 months (or so) ago. Any accountant will tell you this. Have fun Dale
  3. DaleGG

    Accessing Superannuation funds for PI

    Reply: 1 From: Dale Gatherum-Goss Hi In a word, it can't be done without causing problems UNLESS your superannuation fund buys commercial property without borrowing money. Some of the older rules allowed you to use a unit trust to get around this situation, but, they basically closed this...
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