It is important for SMSF trustees to possess a detailed working knowledge of the key superannuation investment laws, which are broadly designed to protect a member’s superannuation benefits.
> Section 52 SISA – provision of investment strategy;
> Section 55 SISA – acting in accordance with trust deed and investment strategy;
> Section 62 SISA – sole purpose test;
> Section 65 SISA – prohibiting loans or financial assistance to members or relatives;
> Section 66 SISA – prohibiting acquisitions of assets from related parties;
> Section 67 SISA – borrowing restrictions;
> Part 8 SISA – in-house asset investment rules;
> Section 109 SISA – arms length rules; and
Trustees should also consider if a segregrated or pooled approach to a SMSF is relevant.
The use of wrap platofrms, share brokers, managed funds, Exchange traded Funds, property trusts are just a few of the options available to trustees. Determining the suitablility, cost, asset allocation and any other particulars of an investment is throughoughly research and assessed by CA Financial Services and its business partners.
CA Financial Services is aware of the investment laws and restirctions imposed on trustees of a SMSF. We regularly attend seminars and meetings to keep up to date with investment laws, investment products and the latest investment strategies that may help a trustee meet their superannuation goals. Contact CA
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