• P: 1300 790 110 | E: service@redwoodadvisory.com.au

Can I still transfer shares I own to my Self Managed Superannuation Fund (SMSF)?

Short answer is “Yes”, you can.


Off market transfers will continue to be considered legitimate according to a recent announcement by the Coalition government. The Government had previously announced that off-market transfers of listed securities between SMSFs and related parties would be banned from 1 July 2013. This is seen as a major win for the SMSF industry.


Further, an independent qualified valuation will not be required when acquiring business real property from a related party or for the disposal of real property to a related party.


It’s fair to say that trustees will receive greater scrutiny of related party transactions.


If you have a question in regards to transferring shares into your SMSF give Redwood Advisory a call on 1300 790 110 or set up SMSF online.

Ivan Filipovic – Director Redwood Advisory- SMSF Specialists.


The content has been prepared without taking account of the objectives, financial situation or needs of a particular individual and does not constitute financial product advice.

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Ivan Filipovic

Ivan Filipovic is an experienced, independent Property, SMSF and Finance Expert and the founder of Redwood Advisory. Ivan has been educating and coaching investors for over 15 years and has built a successful property portfolio with a number of positive geared properties across Australia.  Ivan provides valuable and honest guidance by educating Australians on how to invest successfully protect yourself with knowledge, contact Ivan today for a complimentary consultation on 1300 790 110 or email ivan@redwoodadvisory.com.au

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