Phil Broderick, CTA

Phil Broderick, CTA

Sladen Legal

Phil is a principal of Sladen Legal and heads its superannuation team. He is a member of a number of superannuation related committees. This includes being the co-chair of The Tax Institute’s superannuation committee and the chair of SISFA’s technical and policy committee. He is also a member of a number of the ATO’s superannuation liaison groups including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices. Phil’s areas of practice include superannuation, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring. Phil was listed in the 2020 and 2021 Best Lawyers Australia for superannuation law and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the SMSF Association, the Television Education Network, Legalwise and various accounting bodies.

All Sessions by Phil Broderick, CTA

11:00 am - 12:00 pm

Session 28.5: Multiple Party Investment Structures – Part 2: Superannuation (SMSF) issues

Workshops Stream

This workshop will use case studies to explore some of the unique SMSF issues that may arise through investing via unit trusts including:

  • Application of the “non-arm's length income” rules in s 295-550 and TR 2006/7
  • In-house asset rules and related and unrelated unit trusts
  • Geared and ungeared unit trusts and involvement of the SMSF
  • Application of the super laws to commercial and trading activities of the unit trust and
  • Super fund to super fund exemptions to landholder duty and redemptions.