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  1. Paul@PFI

    SMSF investing with a Related Party in a Unit Trust - legal?

    The following link appears to say it can, although I've found other articles that say this is not possible as you cannot invest with a related party more then 5% of your Super's worth. I hear that all the time. At least these days most auditors know its not right. I say most. A SIS...
  2. Paul@PFI

    SMSF investing with a Related Party in a Unit Trust - legal?

    As an adviser who is involved in SMSFs, tax and the SIS Act issues surrounding such investments I would suggest the answer is Yes...However you need detailed and specific guidance. You get one bit wrong it cannot be fixed and the penalties are usually a mega tax problem. Lots of catches to a...
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