15a Australian managed investments

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15a Australian managed investments covers the SMSF’s investment in entities that make subsequent investments on behalf of the SMSF.

If the entity in which the SMSF has invested is located or registered in Australia, then the SMSF’s investment in that entity is recorded at A, B, C or D. The four questions of 15a Australian managed investments are:

• A Listed trusts
• B Unlisted trusts
• C Insurance policy
• D Other managed investments.