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Investments

Every SMSF needs a documented, regularly reviewed Investment Strategy. The asset classes you choose to hold within it, from direct property to borrowing arrangements to cryptocurrency, each carry their own specific compliance requirements worth understanding before you commit.

Investing with an SMSF

What Can an SMSF Invest In?

 

What your SMSF can and can't invest in, including collectables, related parties and the sole purpose test.

What Must Be Included in an SMSF Investment Strategy?
 

The legislative requirements your strategy needs to address, and how often it should be reviewed.

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SMSF Direct Property


 

Related party rules, insurance considerations, and what your auditor needs to see.

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​How Does a Limited Recourse Borrowing Arrangement (LRBA) Work in an SMSF?

How borrowing to invest works inside an SMSF, now limited to business real property, and the role of the custodian company.

Can Your SMSF Invest in Cryptocurrency?

 

Compliance risks, record keeping and Investment Strategy requirements for crypto holdings.

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Copyright Lifetime SMSF Pty Ltd | Privacy | 

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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