Unlisted Company investments – a journey into the barbed wire

Description

Don’t end up with compliance issues just because private company shares seemed like a good investment at the time.

SMSFs investing in private and other unlisted companies always seems like a great idea. The fund gets the benefits of capital growth as well as dividends to help built retirement savings. But there’s a catch, related party acquisition of private company shares has its limits.

Find out about:

  • Which shares can be acquired by the fund,
  • In-house asset issues of any acquisition,
  • Impacts of share issues with employee share schemes,
  • Non-arm’s length income and expenses impacts, and
  • Fund investment strategy requirements.
  • The webinar will include practical examples of the tips and traps involved with private company shares being acquired by SMSFs.

Learning Outcomes:

  • Understand situations when shares in unlisted companies can be acquired by an SMSF.
  • Recognise when an SMSF can acquire shares in an unlisted company under an employee share scheme.
  • Identify the compliance issues that arise from an SMSF that has invested in private company shares in relation to acquisition, in-house assets and the fund’s investment strategy.

Suited to:
Suited to SMSF advisers, accountants and professional advisers who have sound experience with SMSF administration and advice.

Presenter Bio:
Graeme Colley is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts.  In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government.

Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants.  He is a joint author of the CCH Master Financial Planning Guide.

You will also be provided with: 

  • The PowerPoint Presentation Slide Deck
  • Any Supporting Documentation
  • Webinar Recording to view multiple times for up to 6 months
  • Q&A Session & follow up contact details

  • Nov 11
    Wed, 10:30 AM AEDT - 11:30 AM AEDT Online
    • $185.00 incl. GST
    • PD hours: 1

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One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.