In-specie contributions

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

Members of an SMSF can contribute assets, rather than cash, to their fund. Compliance requirements apply, including (but not limited to) the types of assets that can be contributed – generally limited to listed shares, units in widely held trusts, or business real property. We can assist with advice on, and preparation of, compliance documentation allowing for in-specie contributions by a member to their SMSF.

For more information or to order, please fill out our no obligation enquiry tab and we will be pleased to contact you shortly, or call 02 8296 6266 for immediate assistance.