SMSFs
Property Investment Within an SMSF Structure
An educational look at the planning, evidence and compliance questions involved when an SMSF holds property.
Why this matters
Property in an SMSF can involve trustees, tenants, finance providers, valuers, advisers and administrators. The property choice is only one part of the picture; the arrangement must also fit the fund's investment strategy and relevant rules.
What to organise
Keep purchase documents, finance information, lease records, rental activity, expense records, valuations and trustee decision records together. Separate the fund's transactions from personal or related-party activity.
When to seek tailored support
Property arrangements can be complex, particularly where borrowing or related parties are involved. Obtain specialist accounting, legal and financial advice before entering into a transaction.
From information to a specific brief
If you are ready to discuss your situation, review property-investor accounting introductions. It explains the referral pathway and what to prepare.
Want to speak with an independent professional?
Share a clear brief and we may introduce you to an independent accounting professional whose stated experience appears relevant. You decide whether their registration, scope and suitability are right for you.
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