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To quote the ATO - it's your money - but not yet! (superannuation fund issues) paper


SMSF issues - the ATO has been warning for nearly two years that it aims to ensure the SMSF industry is fully compliant. It has highlighted its main areas of concern which need to be addressed to ensure the risk of acting as trustee of one's own fund is minimised. Topics covered in this paper include:

  • restrictions on investment decisions and what is permitted
  • carrying on a business - is it possible for a SMSF? Or is the risk too high? What about a joint venture?
  • common misconceptions, using old principles to solve new problems
  • what happens when a breach occurs?
  • what the ATO expects of auditors of SMSFs
  • sole purpose test - the ATO's favourite fall back position
  • compliance checks for trustees.

Author profile:

Ron is a Partner in the law firm Munro Doig. He practises extensively in superannuation, taxation and related commercial areas, and has done so for over 10 years. Advice is given to a wide range of clients including private and public company groups, industry master and self managed funds, and to the accounting profession and other advisers to the superannuation and financial services industry. Ron has presented numerous papers on a wide range of superannuation topics and is a lecturer on superannuation for the Securities Institute and in the trustee training courses run by the Association of Superannuation Funds of Australia. Ron’s practice focuses on superannuation, but extends into related areas, such as retirement and estate planning, and business and asset structuring.
Current at 11 April 2008 Current at 29 April 2008 Click here to expand/collapse more articles by Ron DOIG.


This was presented at 20th National Convention: Tax Unmasked .

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