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Answer the questions regarding your client’s assets to receive our recommendation on screen. You can also export your session later.

Loans / Debt

In some circumstances an SMSF can borrow money, or lend money to others.

What does the ATO say?

All fund assets including loans and debts must be valued at market value on 30 June.

Is this valuation for a loan from the SMSF, or a debt the SMSF owes?