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  1. Terry_w

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

    I haven't looked at the link, but If the trust has a mortgage it wouldn't be allowed. See SIS Reg 13.22C If the unit trust has no mortgage or charges then it could be possible for you to own say 50% of the units and the SMSF own the other 50%. The SMSF could buy units from you over time. You...
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