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Dealing with lumpy assets in SMSFs presentation

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

This presentation covers:

  • lumpy asset issues
  • getting lumpy assets into an SMSF
  • lumpy assets and sole purpose
  • lumpy assets and investment strategies
  • pensions and lumpy assets.

Author profile

Craig Day
Craig Day is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State on superannuation and retirement planning issues. - Current at 15 October 2020
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This was presented at 2020 National Superannuation Online Conference .

Get a 20% discount when you buy all the items from this event.

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