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Rothana(I'm new)I'm new
14 May 2026

I would like to know - is there a CGT on asset transfer from an SMSF to a Trust if the title ownership remains unchanged because both the SMSF and the Trust have the same corporate trustee?

28 views
1 replies
28 views
1 replies

All replies

YellowPotato(Taxicorn)Taxicorn
14 May 2026

Best to ask a tax professional or ATO's private ruling


I don't think you have provided enough information


"You dispose of a * CGT asset if a change of ownership occurs from you to another entity, whether because of some act or event or by operation of law. However, a change of ownership does not occur if you stop being the legal owner of the asset but continue to be its beneficial owner."

INCOME TAX ASSESSMENT ACT 1997 - SECT 104.10 (2)

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Is there a CGT on asset transfer from an SMSF to a Trust if the title ownership remains unchanged? | ATO Community