Investment Restrictions

Two relatively recent Federal Court cases give the SMSF Industry plenty of food for thought with regards to the investment decisions of a fund. An important factor in both cases was the commercial nature of the transactions undertaken. If we put the spotlight on some of the issues associated with each of the cases, we can highlight the key investment restrictions that could create problems for a fund.

This bulletin will provide a timely reminder of the investment restrictions, specifically focussing on those that catch out SMSF trustees the most.

To read this bulletin in its entirety download the PDF version here.

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include

FAQs for LAB Group

Who is LAB Group? LAB Group specializes in RegTech, offering digital workflow solutions to streamline complex customer onboarding and

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