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SMSFs and real property case study

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.

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Author Photo - Matthew TRIPODI
Matthew TRIPODI
Current at 04 May 2011 Click here to expand/collapse more articles by Matthew TRIPODI.
 

 

This was presented at South Australian Tax Intensive Seminar .

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