- Presentations
- Investment standards
National Conference 2025
There is no one-size-fits-all approach when it comes to investing. Join Phil as he explores the key differences between investing via an SMSF versus investing directly into alternative structures such as unit trusts, companies, partnerships plus others.
This session examined the benefits and limitations of each approach, focusing on how SMSF investments are shaped by restrictive SIS and tax laws. Attendees gained insights into identifying opportunities, assessing risks, and understanding how alternative structures can complement an SMSF for wealth creation, tax optimisation, and intergenerational planning.
By watching this session, you will be able to:
- Understand the comparative advantages and disadvantages of SMSF investments versus direct investments in alternative structures to identify opportunities and risks.
- Gain insights into how different structures can complement SMSFs in terms of asset protection, taxation efficiency, and investment flexibility.
- Explore and develop strategies to provide tailored advice using appropriate structures to enhance wealth creation.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association