Related Party Investments in an SMSF

Learn how to navigate related party investment rules in SMSFs and avoid common compliance traps with confidence.

In this session, we cover: 

• What is an in-house asset in an SMSF

  • SMSFR 2009/4

• In-house asset rules

• Who is a related party

  • Part 8 Associates

  • Relatives

  • Controlled entity

• In-house asset exceptions

  • Ungeared Trusts

  • Div 13.3A investments

• Other investment restrictions