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…
Owning property inside a self-managed super fund is one of the most powerful retirement strategies available to Australians , but it comes with a legal obligation most trustees underestimate. An SMSF property valuation is not a choice. It is a…
Not all SMSF property valuations are created equal. A residential house in Brisbane and a commercial warehouse in Melbourne sit inside the same fund — but the ATO treats their valuation requirements very differently. The methods are different. The evidence…
Capital gains tax inside an SMSF has always been concessionally taxed 15% in accumulation phase, 10% with the 1/3 CGT discount, and zero in pension phase. But Division 296 changes the stakes permanently for trustees with a total super balance…
Every Australian SMSF trustee must report property at market value at the end of each financial year. This is not a suggestion, it is a legal obligation under the SIS Act 1993. Yet thousands of funds still get it wrong….
