Insights Into In-House Assets with Lyn Formica
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Insights Into In-House Assets with Lyn Formica
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In this episode, we explore the ins and outs of in-house assets within self-managed super funds. Lyn Formica, Head of Education and Content at Heffron SMSF Solutions, joins Shelley to explain the regulations, benefits, and risks involved in helping SMSF trustees make informed decisions. With over 30 years of experience providing technical advice to SMSF professionals, Lynn offers valuable insights into managing these assets effectively.
(03:31) Understanding In-House Assets
(05:29) Exceptions to In-House Assets
(06:39) Challenges with Overseas Assets
(08:16) Market Valuations and In-House Assets
(11:43) Related Parties and In-House Assets
(14:32) Trustee Responsibilities for In-House Assets
(21:13) Understanding Trust Legislation and Tainting
(22:11) Timing and Compliance with ATO Rules
(22:56) Dealing with NALI Provisions and Exiting Investments
(24:40) Navigating Trustee Changes and Death Benefits
(27:02) Section 85: Anti-Avoidance Provisions
(34:01) Advising Clients on In-House Assets
(39:58) War Stories and Real-Life Examples
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