Talk Description
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:
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.