> Advantages and disadvantages of buying property
> Types of residential and investment property eligible
> Tax minimisation & CGT strategies
> Negative gearing options
> Renovating & running expenses of property
> Rules relating to acquisitions from related parties
> Compliance with trust deed rules and provisions, taxation and trust laws
> SMSF estate planning advisory
> Sole Purpose Test requirements
> Legislation regarding loans to fund members or relatives
Self Managed Superannuation Fund (SMSF) property investment is a popular strategy being adopted by SMSF’s. However, the specific type of borrowing arrangement, type of property and the intended use of the property within SMSFs are still subject to strict requirements. As a leading SMSF accountant in Melbourne, Hall Chadwick can provide advice and insight into SMSF property investment and SMSF estate planning.
In accordance with the individual SMSF investment strategy statement and trust deed, our superannuation advisor can provide information on SMSF property and tax minimisation, capital gains tax strategies, negative gearing options and maximising contribution caps.
Before purchasing property, you will need to seek financial advice from a qualified financial planner. In the event that you would like a referral to a financial planner, please let us know and we would be pleased to assist.
To discuss your options for Self Managed Super Fund property investment please contact Hall Chadwick Chartered Accountants Melbourne.