The SMSF Experts with Shelley Banton

Keeping it at Arms Length with Mary Simmons

Episode Summary

In today’s episode, we’re unpacking the arm’s length rules and examining their significance in the SMSF world and their effect on compliance. Joining us to provide expert guidance is Mary Simmons, Head of Technical at the SMSF Association.

Episode Notes

In today’s episode, we’re unpacking the arm’s length rules and examining their significance in the SMSF world and their effect on compliance. Joining us to provide expert guidance is Mary Simmons, Head of Technical at the SMSF Association.


(02:56) Understanding Arm's Length Rules

(03:24) Section 109 Explained

(08:38) Real Bargaining and Arm's Length Transactions

(11:00) Practical Examples and ATO Guidelines

(21:02) Loans and Related Party Transactions

(35:59) Documentation and Compliance Tips

Follow Shelley: linkedin.com/in/shelley-banton-0a903a17

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