Navigating the complex world of SMSF property investments

  • Presentations, Technical Resource
  • Investment standards

National Conference 2024

This session, exclusively for specialists, delves deep into the realm of investing in property, focusing on the diverse structuring options available to SMSF trustees. It offers a detailed guide on different acquisition methods, such as through trusts and fractional interests, and explores the operational intricacies involved. Participants will acquire essential insights on managing transactions with related parties and understanding the inherent risks particularly if undertaking property development or borrowing to acquire the property. Bryce will discuss strategies to effectively manage complex property-related situations, including defaults, disputes among members, incapacity issues, and repercussions of a member’s death. The session aims to provide specialists with thorough knowledge and advanced skills essential for adeptly managing the complex aspects of property investments in SMSFs.

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association