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SMSFs investing through unit trusts (and other unlisted assets)

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Avoiding the risk of getting it wrong for SMSFs and other parties investing together

The SMSF opportunity for unit trust and unlisted assets
Avoiding breaches on set up and over time
Preparing clients for the audit process for unlisted assets

A Live Instructor Led Webinar

The SMSFs investing through unit trusts (and other unlisted assets) webinar explores the opportunities for SMSFs to pool funds with other parties to invest in assets or projects that the fund wouldn’t otherwise be able to access.

Investing in unit trusts and other unlisted assets can be high risk from both a compliance and financial perspective for SMSFs. It’s essential that advisers can guide clients through the structure, relationship between the parties, and the evolving dynamics as the project or development progresses and completes.

Using practical examples, we’ll define what is a related versus an unrelated trust, then explore the potential funding rules and what investments or activities are best suited to different structures.

For unlisted assets, if not articulated up-front, the complexity of the annual SMSF audit is often a shock. It’s common for non-SMSF unit holders to be unfamiliar with the added compliance and annual valuation requirements when an SMSF is an investor.

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AU $195 members
AU $235 non-members

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AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours

Details

Recorded: 1 May 2024

SMSF Association accredited for 1.25 CPD hours

  • 1.25 Technical competence

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

This is an essential webinar for any SMSF adviser or accountant working with clients.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • The investment decision - when SMSF trustees might consider a unit trust
    • What can an unrelated trust do?
  • Is it really an unrelated trust? The factors that determine whether the structure is what it claims to be
  • The compliance hurdles on set-up and during the lifecycle of a unit trust
    • In-house asset rules
    • SIS regulation 13.22C rules
    • Sole purpose test requirements – does the investment really meet requirements?
  • Acquiring units from a related party
  • Preparing for a smooth audit
    • Valuations
    • Unpaid present entitlements
  • Succession planning should a party wish to exit

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason Hurst RJason is an experienced commentator, presenter and writer on superannuation and retirement. 

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way for clients. He is a master at breaking down complex technical concepts.

Jason also works with the Financial Advice Association of Australia (FAAA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He holds a Bachelor of Economics from the University of Newcastle, is an SMSF Specialist Advisor and holds the Certified Financial Planner (CFP) designation.