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Ultimate Guide to Property in an SMSF

Written and accurate as at: Jan 19, 2018 Current Stats & Facts

Here are some of the basic need to know details about using this strategy.


Buying Property through your Super – SMSF

Questions to Ask Yourself Before Considering an SMSF Property Investment

Before you think of borrowing read our 3 Part Guide to Borrowing to Purchase Property in your SMSF


Property through super in a SMSF – Part 1: Background
Property through super in a SMSF – Part 2: The Process
Property through super in an SMSF – Part 3: 20 most common mistakes

Want a visual summary? Try this short video Borrowing in your SMSF explained


Excellent external Legal article explaining some more detail.

The use of a Bare Trust by a Self-Managed Superannuation Fund (SMSF) to borrow money and purchase assets


Strategy Options:


SMSF Borrowing: What Can I Do With An Investment Property Within The Rules.
Owning your business property in a SMSF
Benefits Of Transferring A Business Property In To Your SMSF
Stamp Duty on Transfers of Property to an SMSF
Using your SMSF to plan now for a future downsize and a seachange
Can I borrow to buy a house and land package off the plan in my SMSF?

Question on Multiple Progress Payments When Buying a House & Land Package in a SMSF

Related Party Borrowing

#SMSF Property Alert : ATO guidance on related party SMSF loans (LRBAs) – Update

Complex Strategies

How a SMSF can Purchase a Property with a Related Party – Using a 13.22c Trust

SMSF Using an Unrelated Unit Trust for Property Development

For those who want to know the finer detail I recommend reading this excellent but long paper on SMSFs and Property Development: Opportunities and Pitfalls  by Michael Bennett


Exit Strategies / Insurance and Protectrion

Landlords Insurance – a must for your SMSF Property

How to Use Insurance to Pay Out an SMSF Property Mortgage on Death or Disability

Using your SMSF to plan now for a future downsize and a seachange

 

I hope this guidance has been helpful and please take the time to comment. Feedback always appreciated. Please reblog, retweet, like on Facebook etc to make sure we get the news out there to do plenty of research first and only trust those that have earned your trust. As always please contact me if you want to look at your own options. We have offices in Castle Hill and Windsor but can meet clients anywhere in Sydney or via Skype.

Liam Shorte B.Bus SSA™ AFP

Financial Planner & SMSF Specialist Advisor™

Verante Financial Planning & The SMSF Coach

Tel: 02 8853 6833, Mobile: 0413 936 299

PO Box 6002 BHBC, Baulkham Hills NSW 2153

5/15 Terminus St. Castle Hill NSW 2154

 

Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.

 

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