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SMSF Strategies

SMSF Strategies

Since 2007 it has been possible for self managed superannuation fund (SMSF) Trustees to borrow funds to acquire property.

But is it possible to develop property owned by an SMSF?


The fundamental benefit of this strategy is that the fund can participate in the development of the property without placing assets at risk and acquiring property at near cost. By properly structuring the transaction, the tax savings can be considerable. For instance where the development is completed in pension phase, there is no CGT, and where growth occurs within the pension stream, the pension will continue to hold the same rebatable portion that was enjoyed when the pension started.

The major appeal of having an SMSF comes from the investment choice and flexibility granted to the Trustee combined with taxation benefits.

So it is no surprise that property, the most popular investment choices over the years for many Australians , has been a favourite investment of SMSF Trustees.

Finding a property and enhancing the value is often the name of the game.

Buying at near developer cost, gives the SMSF instant equity growth and builds a portfolio much faster.

The trick is knowing what and where to buy and who can help you do it all without the headaches.

Malyshka can help. Sign up for our Opportunity alerts and we’ll show you how it’s done.