Shares in a SMSF

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From Our Website: https://www.munros.com.au/solutions-f... • Key Points: • Establishing a Self-Managed Superannuation Fund (SMSF) requires careful planning, ensuring the trust deed allows for diverse investment opportunities including domestic and international shares, ETFs, index funds, managed funds, derivatives and more. • Compliance with Super rules is crucial, particularly concerning the Sole Purpose Test, which dictates that the SMSF is solely for retirement savings. Additionally, maintaining arm's length transactions and adhering to borrowing and margin trading conditions are essential. • SMSFs must navigate strict guidelines, such as restrictions on purchasing from related parties and ensuring transactions remain at arm's length, to avoid compliance breaches. • Munro’s acts as trusted accountants in preventing and resolving SMSF-related issues, working collaboratively with clients and their financial advisors to manage annual compliance obligations, including SMSF tax return, financial statements, fund minutes and seamless audits. • Presented by: Christine Prasetia (https://www.munros.com.au/our-team/ch...)

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