Tax with Max: Transferring assets from companies to SMSFs

Moving shares to SMSFs from companies, working out Telstra’s buyback offer, starting an account-based pension and more.

Summary: Investors face two potential problems when winding up a private company and transferring shares to their SMSF: the capital gains tax payable by the company, and the loss of franking credits, which may have built up in the company to manage tax payable by the individual. The transfer involves a number of complicated areas of income tax and personal professional advice is required before taking any action.


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