Directly held property makes up approximately 19% of all SMSF assets, indicating SMSF trustees find it an important part of a diversified SMSF investment portfolio.
Ensure your SMSF clients are aware of the risks and returns associated with direct and indirect property investment, LRBAs and the importance of considering their investment strategy and gaining SMSF Specialist advice before making any decisions.
This white label document covers the strategies your clients should carefully consider, including LRBAs, before they invest in property within their self managed super fund.
At the time of publishing, the contents of this resource were accurate and correct.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association