A primer on in-specie transfers

Key Points In-specie transfers are effectively ‘gifts’ of assets Doing them can avoid multiple transactions and associated costs We run through the mechanics and highlight specific strategies If you have an SMSF, you’ll be familiar with making contributions to it, or distributions out of it. Typically, these are done as cash payments, but sometimes an in-specie transfer is more preferable. Trouble is, most people don’t know what they are or how to use them to their benefit. That’s something we’re about to fix. In-specie transfer An in-specie contribution or distribution is a bit like a ‘gift’ (of the assets...

If you have an SMSF, you’ll be familiar with making contributions to it, or distributions out of it. Typically, these are done as cash payments, but sometimes an in-specie transfer is more preferable.

Trouble is, most people don’t know what they are or how to use them to their benefit. That’s something we’re about to fix.

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