Structuring property as an investment of an SMSF


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Property continues to be a growth investment for SMSFs over recent years, however, there are still some SMSF trustees that want to invest in the property asset class but cannot afford to purchase a property outright in their SMSF.

As an industry professional, it is important to understand the advantages and disadvantages of how various structures, such as unit trusts and companies or direct ownership of the property by the fund, can be used to acquire property on behalf of the SMSF.

In this webinar, we will explain the main ways in which trustees can acquire property in their SMSF using examples to highlight the differences between the structures available. We will also cover the intricate rules that must be complied with throughout the life of the property investment to ensure the investment does not fall foul of the complex range of superannuation and tax rules.

Recorded: 30 November 2023
Presented by: Natasha Panagis

TPB CPD Hours: 1 hour
Legislated CPD Hours: 0.50 hours in technical competence and 0.50 hours in regulatory compliance and consumer protection



Presented by: Natasha Panagis

Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.