(08) 9317 7300

News & Updates

Investment Property Rules within a SMSF


There is no doubt that many new SMSF’s are being established for the purpose of borrowing to invest in property. Although purchasing property in a SMSF has many attributes and advantages, it is very important that Trustees of a SMSF fully understand the ATO’s distinction between what is considered an improvement versus repairs or maintenance, and at what point do improvements to the property make it a replacement of the original asset.

These distinguishing factors are important they be clearly understood by Trustees to ensure that it is in keeping with your Strategy and that your SMSF continues to be compliant.

The following article is well worth the read as it provides clarity where, in the past, the ATO has not been clear enough.


Article Categories

Latest Articles

Stay updated

Subscribe to the Baggetta newsletter to stay updated with regular industry and company news.

Establised 1989. Over 25 years. Advice you can rely on.

Is it time for a change?

For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

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.