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  Miscellaneous 2022

Property and SMSFs - how to structure

Source: New South Wales

Published Date: 15 Sep 2022

 

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A common investment strategy pursued by many trustees of SMSFs is to invest in property. However, before implementing such a strategy, trustees need to properly consider the numerous complex issues that may arise including how to structure such investments. Phil Broderick addresses such issues including the following:

  • Expanding the membership of an SMSF to up to six members to fund the property acquisition or pay the death benefits
  • Investing in related and unrelated private companies and unit trusts
  • Latest developments with LRBAs
  • Related party loans to SMSFs and the NALI provisions
  • How to structure the payment of death benefits
  • GST issues with property development.
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Property and SMSFs - how to structure

Author(s): Philip Broderick CTA
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Miscellaneous 2022

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