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 2016) 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.