Key Administrative Obligations for Self Managed Super Funds

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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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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



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