Can my client’s SMSF buy unlisted shares that she personally owns?
Potentially – it will depend on whether or not your client controls the company but even then limits apply.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
Potentially – it will depend on whether or not your client controls the company but even then limits apply.
The appeal by ASIC was dismissed by the Full Federal Court in ASIC v Web3 Ventures Pty Ltd [2025] FCAFC 58, where the cross appeal against ...
After several drafts and revised legislation, we now have a finalised ATO ruling on NALI.
Division 149 of the 1997 Tax Act is an anti-avoidance provision aimed at preventing access to tax free disposals of assets otherwise assumed ...
Australian SMSFs are at a pivotal moment in their ability to access and manage digital assets. While trustees and self-directed investors ...
The ATO’s long-awaited update to LCR 2021/2 was released late last month.
On 13 October 2025, Treasury announced changes to the proposed Better Targeted Superannuation Concessions. These proposed laws, typically ...
One of the great attractions of an SMSF is the ability to invest in a range of assets not typically available to a member of a large ...
Burnout has quietly become the norm in financial advice. Across the profession, advisers are increasingly stretched, not from the volume of ...
Under Regulation 8.02B, SMSF trustees are required to value fund assets at their market value. A common question arises as to whether an ...