SMSFs offer unparalleled investment flexibility, but navigating complex structures can be challenging. While many funds stick to traditional assets like shares, managed funds, cash, and property, others explore alternative structures – particularly for property investments where such structures can be linked to fund members. However, before implementing such a strategy, trustees must tackle critical considerations, from super compliance risks to tax complexities.
This session unpacks the key issues, including:
- Using different structures to hold investments, including related and unrelated private companies and unit trusts
- Ensuring compliance with the SIS Act and avoiding regulatory pitfalls
- Managing tax risks, including non-arm’s length income (NALI) concerns Understanding ATO scrutiny on SMSFs involved in property development.
Join us to gain expert insights and practical strategies to navigate SMSF investment structures with confidence.
