SMSFs - investing in property paper

Member Price: $57.00

Non Member Price: $75.00

Publication date: 23 Aug 06

Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:

Everyone knows that there are lots of tax advantages in maximising your contributions into superannuation. But that is only half the story. What do you do with the money once it is in there? A balanced share portfolio is always a good start. But a balanced share portfolio is just that - balanced...and boring. And many people with SMSFs do not feel comfortable with shares. But most Australians are comfortable with property (rightly or wrongly). Yet it is not easy to use a super fund to invest in property - or is it? This paper goes through some of the "tips and traps" for SMSFs when investing in property. Topics covered include:

  • SIS and tax issues for SMSFs investing in property
  • using geared trusts to invest in property
  • making the most of grandfathered unit trusts
  • when is leverage not borrowing?

Author profile:

Author Photo - Richard Friend CTA
Richard Friend CTA
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. Since 2006, he has operated a tax consulting business through Balena Tassa Pty Ltd. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME and high net worth clients. Most of this work is done by way of consulting to, and providing training for, accountants and lawyers who operate in these areas.
Current at 02 June 2014
Click here to expand/collapse more articles by Richard J FRIEND.
 

 


This was presented at It's My Property - Hands Off!.

Purchase all materials from this event

Get a 20% discount when you buy all the items from this event. To purchase individual items from this event, please see below.

Purchase individual materials from this event:

Blackhole expenditure, leasing issues, etc.
Author(s):  Neil WICKENDEN


SMSFs - investing in property
Author(s):  Richard J FRIEND

Material from this session:


Income tax treatment of property development and investment
Author(s):  Scott MCGILL,  Andrew NOOLAN


Recent GST developments
Author(s):  Andre SPNOVIC


Further details about this event:

Copyright Statement