Unlisted Entities

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Investments in Private Companies or Private Trusts

Clients of ESUPERFUND are permitted to invest in Private Companies or Trusts to the extent permitted by Super Laws. Please note that it is illegal for a SMSF to invest in a Private Company or Trust that you or a person related to you by blood or marriage controls. This added level of complexity makes investing in Private Entities complicated and we recommend that a Tax Ruling is sought from the ATO prior to investing in this Asset Class.