Prior to 2007 SMSFs were not allowed to borrow for investment purposes, which meant that property investment wasn’t an option for most fund members. It is now possible for SMSFs to borrow funds under some clearly defined conditions.

The purpose of this guide is to focus on some of the issues surrounding SMSF property loans. As such the specific focus of this eBook will be on arranging finance to buy a residential property inside an SMSF.

The specific focus of this eBook will be on issues surrounding investment properties inside SMSFs. For a more general introduction to Self- Managed Superannuation Funds see the Wealth Adviser eBook: “Your Guide to Establishing and Operating a Self-Managed Super Fund (SMSF)”.

A peek at what’s inside...

What lenders look for when lending to an SMSF?

Are both ‘interest only’ and ‘principal and interest’ loans offered?

Common Mistakes

By the end of the book, this is what you will know:

  • What you Can and Cannot Do with Property in an SMSF
  • Setting up the Correct SMSF Structure
  • What to look for in a loan
  • Applying for an SMSF Property Loan
  • Managing and Repaying the Loan
  • Tax Office Safe Harbours for Related Parties SMSF Limited Recourse Borrowing

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