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  • H Listed shares

    Did the SMSF own any public shares and equities that are traded on Australian stock exchanges?

    No

    Leave H blank. Go to I.

    Yes

    Read on.

    Write at H the value (on 30 June 2017) of public shares and equities held by the SMSF that are traded on Australian stock exchanges. These include shares, equities and similar financial contracts that are traded on Australian stock exchanges.

    Do not include at H:

    • debt securities (include these at F Debt securities)
    • investments in listed trusts (include these at A Listed trusts)
    • listed shares held on trust under a limited recourse borrowing arrangement (include these at J4 Australian shares).
    Last modified: 19 Feb 2018QC 51269