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Commercial, investment and related agreements

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Commercial, investment and related agreements POA


We can provide SMSF, legal and tax input and feedback on a range of commercial, investment and related agreements that relate to SMSFs including:

  • Whether an investment in a unit trust, company, partnership or other structure would give rise to any SMSF, legal or tax issues
  • Whether a unitholders or shareholders agreement would contravene any superannuation law
  • Other agreements that are entered into by SMSFs

We recommend that any SMSF trustee undertaking an arrangement obtains advice prior to entering into an agreement to minimise the risk of any contravention of any superannuation or related law.

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