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  • I Unlisted shares

    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 Limited recourse borrowing arrangement.

    Yes

    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: 19 Feb 2018QC 51269