Dealing with lumpy assets in SMSFs


SKU: SMSF2303WE Categories: ,


One of the main drawcards of SMSFs is their ability to directly invest into real property.

However, getting on top of all the rules and planning for contingencies can be difficult for advisors, not to mention SMSF trustees.

In this webinar, Kieran Hoare will discuss the following:

  • Getting existing member property into SMSFs
  • Related party LRBA tips
  • What’s the end game? Lumpy assets may need to come out on a member’s death or divorce – what’s the plan and what’s the cost
  • The importance of governance agreements and planning for unrelated trust structures
  • Using 6 member SMSFs for intergeneration families and for business associates to help ensure lumpy assets to remain in fund without triggering duty and CGT events.

Recorded on 23 March 2023

$99 (members) | $132 (non- members)

TPB CPD Hours:1 hour | FASEA CPD Hours: Technical competence: 1 hour

Presented by
Kieran Hoare

Kieran Hoare is a Principal of Merthyr Law Pty Ltd and an accredited SMSF Specialist Advisor with the SMSF Association. Kieran has been practicing law since 2002 and specialises in navigating investment structures and regulatory framework for SMSFs. Kieran keeps his professional network up to date through prolific posting on Linkedin and other social media.