This paper covers:
- what are lumpy assets
- getting lumpy assets into SMSFs
- requirement to keep assets separate
- lumpy assets and the sole purpose test
- lumpy assets and investment strategies
- lumpy assets and pensions.
maintenance
2020
Dealing with lumpy assets in SMSFs
Source: National
Published Date: 10 Sep 2020
Individual Session
Dealing with lumpy assets in SMSFs
Author(s):
Craig Day
Materials from this
session:
Details
- Published By: Craig Day
- Published On:10 Sep 2020
- Took place at:Online
The material is copyright. Apart any fair dealing for the purpose of private study,
research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
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2020
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