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Advice on buying property in a SMSF


Since the introduction of superannuation legislation that allows Trustees to invest in property within their Self Managed Super Funds, their popularity has grown dramatically.


However, a word of caution. Buying property in your SMSF needs careful planning, beginning with ensuring that the SMSF structure has been set up correctly so that that Limited Recourse Borrowing Arrangements (LRBAs) and investments in related unit trusts are compliant. If incorrectly structured, it could lead to significant penalties and costs for fund members and their advisers.


Therefore if you are planning to buy property in your Self Managed Super Fund, or are being strongly encouraged to set up a SMSF to invest in property, then you would do well to seek professional advice from a licensed Financial Advisor or Financial Planner.


The following article well articulates some of the more important issues to be aware of and that you need to fully understand.





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The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.


Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.