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Self Managed Super Funds

How timing is everything with a DIY Pension


There is a ‘political hot potato’ that the government has currently put on hold for the time being – the capital gains tax-free status of superannuation funds in pension phase.


Self- funded retirees should be very concerned about the governments’ interest in this area, and which has only been amplified since the introduction of legislation allowing SMSFs capacity to borrow and invest in property.


With the continuing rapid growth of SMSFs in Australia, and the governments’ potential for huge losses in capital gains taxes on property investments, this ‘political hot potato’ will remain hot.


Read the article below, but more importantly always seek professional advice before investing in property inside a SMSF.



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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.