There are many restrictions to moving investments out of an SMSF and it is often a pain point for trustees and advisers. For example, we were recently asked, "Can investments be transferred, rather than cash, in satisfaction of a benefit?"

In this episode Jess speaks with SMSF expert, Graeme Colley, to answer this and look at what it means to satisfy super benefit requirements and the intricacies of doing so. 

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LINKS

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CREDITS 

Host: Jessica Griffiths

Guest/s: Graeme Colley, Executive Manager SMSF Technical & Private Wealth

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or make any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.

 

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