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  • I Unlisted shares



    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 unlisted shares, equities or similar financial contracts that are not traded on Australian stock exchanges?


    Leave I blank. Go to J1 to J Limited recourse borrowing arrangement.


    Read on.

    Write at I the value (on 30 June 2017) 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 in 15a)
    • unlisted shares that are held on trust under a limited recourse borrowing arrangement (include the value of these at J4 Australian shares).

    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.

    Last modified: 25 Mar 2021QC 51269