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  • D Other managed investments



    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

    End of attention

    Did the SMSF own any other Australian managed investments?


    Leave D blank. Go to 15b.


    Read on.

    Write at D the value (on 30 June 2017) of the SMSF's other investments in entities located or registered in Australia that:

    • invest on behalf of the SMSF, and
    • you did not include at A Listed trusts, B Unlisted trusts or C Insurance policy above.

    This asset category includes investments with all external investment managers and pooled superannuation trusts (PSTs) located or registered in Australia.

    An external investment manager is a person appointed by the trustee of the SMSF in accordance with section 124 of the Superannuation Industry (Supervision) Act 1993 to make investments on behalf of the SMSF. Investments managed by an external investment manager are called managed funds.

    A managed fund that is registered in Australia is an Australian managed investment even if it invests in overseas assets.

    Do not include at D the value of any Australian managed investments that were held on trust under a limited recourse borrowing arrangement (write the value of these at J6 Other in 15b).

    Last modified: 25 Mar 2021QC 51269