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A Listed trusts

Last updated 24 March 2021

A listed trust is a trust which has its units traded on an Australian stock exchange, and the unit values are reported as shares.

Did the SMSF own any units in an Australian listed trust?


Leave A blank. Go to B.


Read on.

Write at A the value (on 30 June 2017) of listed trust units owned by the SMSF. Do not include at A the value of units in listed trusts that are held on trust under a limited recourse borrowing arrangement (include the value of these at J6 Other in 15b).