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SMSF - Does the Investment Strategy Cover Carrying on of a Business?

SMSF's are not prohibited from carrying on a business, but the business must be:

  • allowed under the trust deed
  • operated for the sole purpose of providing retirement benefits for fund members.

You can make a custom asset so can insert the characteristics of the business asset in there:

 

Investment Strategy.  

Also ensure the other conditions are met by the Trustee of the Fund:  ATO Carrying on a Business

 

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact LY Legal through the Surge App.

Last Reviewed: 08/08/2025

Last Updated: 08/08/2025