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Dealing with lumpy assets in SMSFs paper

Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • what are lumpy assets
  • getting lumpy assets into SMSFs
  • requirement to keep assets separate
  • lumpy assets and the sole purpose test
  • lumpy assets and investment strategies
  • lumpy assets and pensions.

Author profile

Craig DAY
Craig has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008
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This was presented at 2020 National Superannuation Online Conference .

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