SMSF investing in Unit Trusts

Many SMSFs invest in traditional investments such as shares, bonds, cash and property. However, did you know they can also invest in private companies and unit trusts linked to those associated with the fund?

Unit trusts offer SMSFs broader investment access, flexibility, and simplified reporting. However, incorrect decisions can lead to tax liabilities and compliance issues.

In this episode, your host Jessica Griffith speaks to Graeme Colley, Executive Manager - SMSF Technical & Private Wealth, to dive into the topic of investing in unit trusts within an SMSF and what factors trustees should consider.

 

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CREDITS

Host: Jessica Griffith

Guests: Graeme Colley, Executive Manager, SMSF Technical & Private Wealth

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. Any opinion stated by a podcast guest are the personal views and opinions of these individuals only and doesn’t necessarily reflect the views of SuperConcepts. It’s important to consider your particular circumstances and read the relevant disclosure document, including the Terms and Conditions, before deciding what's right for you.

 

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