New: SMSFs and property series
This month we begin a four-part series: SMSFs and property, which is designed to cover all the relevant issues that self-managed super fund trustees need to consider when investing in property through their SMSF.
Our first article, included in this newsletter, looks at the various ownership structures available to SMSFs for investment in the property market. From direct ownership and listed property investment through to fractional property opportunities, we will cover each of these in detail and highlight their unique benefits and associated risks.
Next month we look at SMSFs and business real property. We will cover the specific rules that apply and the notable opportunities around owning business property within your SMSF, even your own business premises!
In the June 2023 newsletter we will cover property development within an SMSF, an area with increasing popularity for SMSF trustees but also an area attracting greater regulatory scrutiny.
The final article, in July 2023, focuses on SMSF property ownership: trustee requirements and obligations. This article will identify the relevant trustee procedures and processes around property ownership including valuation obligations, insurance considerations and compliance issues and concerns.
The proposed new $3 million super changes: What you need to know
Thursday 27 April 2023 at 11:00 am AEST
We take a look at the proposed new tax regime for super fund members with balances above $3 million, how it will work, when it may come into play, and what you should be considering now.
Important: All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.