Normally, an SMSF can’t invest too much in assets owned by related parties (like family members or business associates) because of the in-house asset rule which restricts investing to 5% pf the total assets of the fund.
This episode is about a unique way for SMSFs to co-own Property with family or business partners within investment limits.
What you’ll learn:
- (1:43) Compliance with SMSF Property Investment Rules
- (2:20) In-House Asset Rule for SMSFs
- (2:26) In-House Asset Rule Limitation
- (2:54) Complexity of In-House Asset Rules
- (3:08) Penalties for Breaching In-House Asset Rules
- (3:53) Regulations for Joint Property Investment with Family or Business Partners
- (5:04) Introduction to Special 13.22c Unit Trusts
- (5:38) Ownership and Investment Structure in 13.22c Unit Trusts
- (6:30) Documentation and Compliance for 13.22c Unit Trusts
- (7:06) Lease Agreements with Related Parties
- Load More…
Links and Resources:
Australian Taxation Office (ATO) – https://www.ato.gov.au/Super/Self-managed-super-funds/
SuperGuide – https://www.superguide.com.au/
#RetirementPlanning #InvestmentStrategy #PropertyInvestment #FinancialAdvice #Superannuation