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I Unlisted shares

Last updated 12 February 2019

Did the SMSF own any unlisted shares, equities or similar financial contracts that are not traded on Australian stock exchanges?

No

Leave I blank. Go to J1 to J Assets held under a limited recourse borrowing arrangement.

Yes

Read on.

Write at I the value (on 30 June 2015) of shares, equities and similar financial contracts held by the SMSF that are not listed on Australian stock exchanges.

Do not include at I:

  • investments in unlisted trusts here (include these at B Unlisted trusts)
  • unlisted shares that are held on trust under a limited recourse borrowing arrangement (include the value of these at J4).

If the SMSF is complying and non-arm's-length dividends were paid to the SMSF from a private company include them at U1 Net non-arm's-length private company dividends in Section B.

QC44344