Special Report: Gearing within Superannuation – What you must know before using borrowing in your super fund

David Hunt, a Partner of Peter H. Hunt & Associates, has published a special report concerning Leverage within Superannuation. 

Used correctly, leverage and the use of borrowing can significantly boost the returns from investments in super funds. For many years, the authorities discouraged the use leverage in super funds which was only allowed in highly restricted circumstances.  This all changed in September 2007 when borrowing  by super funds was explicitly permitted in a change to the SIS Act. 

A number of issues arose, however, in the operation of the new provisions and there was a further change to the legislation in July 2010.  This special report takes a look at the new legislation and the opportunities it offers to super fund investors. 

If you would like to read David’s special report  “Leverage within Superannuation – What you must know before using borrowing in your super fund” please email us at phhunt@phhunt.com.au and include your name and contact details or call us on (02) 9221 6699 and we will send you a complimentary copy.