- Presentations, Technical Resource
- Investment standards
National Conference 2023
- Five crucial tips to ensure that SMSF investments in unit trusts comply with the tax and super laws
- Strategies to rectify non-geared unit trust investments that breach the rules.
- Critical issues for an SMSF buying or selling units from/to a related party.
- What are the top 3 ATO trip wires for SMSF investments in unit trusts?
- Tax tips and traps for SMSFs that invest in unit trusts
- Unrelated trusts and pre-Aug 99 unit trusts – is it open slather?
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association