Key Administrative Obligations for Self Managed Super Fund

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· Have an investment strategy and
review it regularly.
· Keep proper records.
· Keep superannuation assets
separate.
· Don’t lend superannuation money
to members or relatives.
· Don’t borrow money from the
fund.
· Be aware of rules when buying
assets from related parties.
· Don’t allow in house assets to
exceed 5% of total assets.
· Buy and sell assets at true market
value.
· Make sure contributions are
allowable.

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Shane Gourley

Director / Financial Planner
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