If you’ve just received a valuation of the family home (or the investment property, or the business) and the number doesn’t sit right with you, you’re not alone. It’s one of the most common flashpoints in a property settlement —…
If a lawyer, accountant or the court has mentioned you need a “litigation valuation,” you’re probably in the middle of something stressful — a separation, a dispute over a deceased estate, a disagreement with a business partner, or a compulsory…
Refinancing a loan secured against property held within a self-managed super fund brings together two sets of requirements that trustees do not always realise are connected: what the lender needs to approve new finance and what the fund itself needs…
Property held inside a self-managed super fund adds a genuinely distinct layer of complexity to a family law property settlement. Unlike a home or investment property held personally, an SMSF asset sits within a regulated superannuation structure. This means professional…
Self-managed super funds are taking on more direct property ownership than ever, and every transfer of that property into, out of, or within the fund carries a duty consequence that many trustees do not see coming until an assessment lands…
Property disputes involving a self-managed super fund rarely stay simple. Whether the disagreement is between trustees, members, beneficiaries, or a former spouse, the property at the centre of the dispute usually needs an independent figure that all parties can rely…
INTRODUCTION Property is one of the most popular investments held within self-managed superannuation funds in Australia. It offers the prospect of long-term capital growth, rental income, and, in some cases, the ability to hold business premises within a tax-advantaged structure….
Search any SMSF forum or accounting blog and you will find the same phrase repeated constantly, that property only needs a valuation every three years. This is true, but only in a specific and limited sense, and trustees who take…
If your self managed super fund holds residential or commercial property, the ATO expects that property to be reported at its current market value every single year. That single requirement drives an entire compliance workflow covering who can value the…
Buying property through a self-managed super fund (SMSF) is one of the most discussed strategies in Australian retirement planning—and one of the most commonly misunderstood. The appeal is obvious: using retirement savings to control a tangible asset rather than leaving…
