What are the SMSF investment restrictions?

News Tax & Compliance Sanctions & Fines

Date: 22nd Apr, 2025 Source: Australian Taxation Office (ATO) Country: Australia Original Source

Brief

"On 22/04/2025", the "Australian Taxation Office (ATO)" issued an update regarding "What are the SMSF investment restrictions?". The ATO emphasizes that Self-Managed Super Funds (SMSFs) must not lend or provide financial assistance to members or related parties, acquire assets from them at less than market value, and ensure their in-house assets do not exceed 5% of total assets. Failure to comply may result in penalties or disqualification as trustees.

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Australian Taxation Office (ATO)

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What are the SMSF investment restrictions?

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