Hey Kiwi, I also have a SMSF.
Just adjust your investment strategy so that you can hold more oil/gas startups (nominally classified as speculative) in your growth stocks asset category.
In your case you have a particular professional skill and experience whereby you can gauge and mitigate the risk of oil/gas startups so that the risk is diminished from speculative to normal growth - just state that in the investment strategy and I would like to see ATO or anyone doubt that!
Ann: Mukuyu recognised 2nd largest Sub-Saharan Africa discovery, page-229
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