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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 Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 06 January 2021
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This was presented at 2020 National Superannuation Online Conference .

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