SMSF Australia Blog Articles

Yes, an SMSF can invest in a private company if it passes the sole purpose test and meets in-house asset rules. Learn about documents and how to stay compliant.

Yes, your SMSF can invest in US shares via Australian brokers and major banks. Learn about platform options, US withholding tax, franking credits, and W-8BEN-E .

W-8BEN-E is required for SMSFs investing in US shares to reduce withholding tax from 30% to 15%. Follow our step-by-step guide to complete it correctly .

The 45-day rule requires SMSFs to hold shares at risk for at least 45 days to claim franking credits. Learn how the rule works, what dividend washing is

Yes, SMSFs can buy gold bullion, ETFs, or coins, but gold coins and jewellery are treated as collectables with strict ATO storage and insurance rules.

Can my SMSF own Pink Diamonds? Yes, the ATO has confirmed that you can hold Pink Diamonds in your SMSF

Explore what your SMSF can invest in, from shares and property to crypto and collectables, plus the rules governing related-party transactions

How an SMSF can invest in a related unit trust: the 5% in-house asset limit, ungeared unit trust rules, NALI risks, LRBAs and worked examples.

Most of the things you cannot do with your SMSF are to do with related parties. The Australian Taxation Office (ATO) are generally not concerned about legitimate dealings with third

SMSF Investing in Software or Subscriptions for Trading or Investment Activities When a SMSF is considering purchasing software or a subscription the cost must be appropriate for the SMSF to