In the first of our online masterclass events for 2024, SMSF specialists, Aaron Dunn and Tim Miller delve into the complexities of property investment within SMSFs.  Using the case study of the Malthouse family and Little Brewers Super Fund, they will be dissecting a range of key property issues, including through the use of Limited Recourse Borrowing Arrangements (LRBAs).

This 3-hour masterclass (providing 4 CPD hours) will cover:

• Related Party Property Purchases: Understand the rules and navigate potential pitfalls.
• LRBA Property Acquisition: Learn the process and essential considerations.
• Ownership Structures: Explore the pros and cons of direct vs. indirect ownership.
• Small Business CGT Benefits: How to leverage these benefits when transferring business real property.
• Navigating Repairs & Improvements: Stay compliant with NALE, LRBA, and contribution rules.
• Property & Relationship Breakdown: Strategies to manage these situations for SMSFs.
• Exiting Property Transactions: Plan for a smooth and tax-effective exit.

Attendees of the virtual masterclass will receive a detailed answer booklet to the case study activities. 

CPD Regular & CPD Business Members

Please note that CPD subscription holders will receive an email from Smarter SMSF to enrol in this upcoming event approximately 1-2 weeks prior to the masterclass. This event is included for members who holds a CPD Regular or CPD business subscription.

Not a member?

Take advantage of our CPD subscriptions and save on accessing the SMSF masterclass events and a range of other CPD training throughout the year.

If you’re looking to up your knowledge around property strategies and issues for SMSFs, then this masterclass is for you!

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