Is there any tax on transfer of listed shares to the SMSF?

If you own shares, let’s say you own shares in your personal name and you transfer them to your SMSF, that is deemed to be a disposal of the shares in your own name, so you will have CGT implications when you transfer them in.
So the answer is, yes. You’re not guaranteed tax – If you haven’t made a gain, there won’t be any tax, but if you have, you will.

Keep in mind you also get a tax deduction if it’s a concessional transfer (or concessional contribution) of funds into your SMSF. We can weigh that out and see whether it’s worth it from a tax perspective.

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