SMSF related party transactions

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.

Many people do not realise that a self managed superannuation fund is not strictly prohibited from dealing with a related party. However, compliance requirements for dealing with related parties can be cumbersome and tricky. As such, compliance documentation much be carefully considered and implemented. We provide tailored advice and documentation that allows an SMSF to deal with a related party.

What's included:

  • what documents are necessary depends on the nature of the matter at hand

For more information, 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.