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SMSFs and real property case study

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Published on 21 Oct 05 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This case study considers the superannuation and taxation issues that arise when transferring real property to, or from, a self managed superannuation fund. The case study covers:

  • investment restrictions imposed by the Superannuation Industry (Supervision) legislation and trust law
  • CGT, GST and stamp duty issues
  • direct and indirect holdings (including as tenants-in-common and via unit trusts)
  • using real property to support pension liabilities
  • dealing with real property assets on death and divorce.

Author profile

Matthew Tripodi FTI
Photo of author, Matthew TRIPODI Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. - Current at 18 May 2015
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This was presented at South Australian Tax Intensive Seminar .

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Individual sessions

Partnership restructuring/generational changes

Author(s):  Peter SLEGERS

Materials from this session:

SMSFs and real property

Author(s):  Matthew TRIPODI

Materials from this session:

Private companies - keeping wealthy in the family!

Author(s):  Merv BURTON

Materials from this session:

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