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SMSF Investing In Unit Trusts - Charter Partners In Brisbane

SMSF Unit Trust Investments

A brief overview of the ways an SMSF may utilise the popular investment vehicle the unit trust to invest and hold the assets of the fund. Here is the Charter Partners take on a recent article by Dan Butler (DBA Lawyers) recently published in Self Managed Super Magazine (full article see https://smsmagazine.com.au/news/2019/08/05/smsf-investments-via-unit-trusts/ ).Table of Contents Unit Trust – Introduction Closely Held Unit Trusts SMSF ‘In-house Assets’: Restrictions for Related Unit Trusts Non-geared Unit Trust Unrelated Unit Trust Other Considerations Conclusion

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