Unlisted Shares
What Are Unlisted Shares?
Unlisted shares refer to company stocks that are not traded on public stock exchanges. Investing in these through a Self-Managed Super Fund (SMSF) can offer high-growth potential. However, compliance and due diligence are essential.
SMSF Rules for Unlisted Share Investments
Trustees must ensure the investment aligns with their SMSF investment strategy. It must also meet the sole purpose test, ensuring it benefits the member’s retirement.
SMSF Depot guides trustees in ensuring compliance, from setup to auditing, for all unlisted share investments.
Key Compliance Requirements
Arms-Length Rule: The purchase must be made at market value and not involve related parties unless exceptions apply.
Valuation: Trustees must obtain a proper and justifiable market valuation annually.
Documentation: Maintain full records to support investment decisions and valuations.
Why Choose SMSF Depot?
With over a decade of experience, SMSF Depot ensures your fund remains compliant. Our SMSF Solutions include investment strategy reviews, tax return preparation, and ongoing fund compliance.
Expert Guidance You Can Trust
Investing in unlisted shares can significantly grow your SMSF portfolio, but it requires expertise. SMSF Depot provides reliable, tailored support every step of the way.
Contact us today to find out how our SMSF specialists can assist with compliant unlisted share investments.