The Chasers Channel

TCC 16 - A Unique Method for SMSF's to Co-own Property with Family or Business Partners within Investment Limits



Normally, an SMSF can’t invest too much in assets owned by related parties (like family members or business associates) because of the in-house asset rule which restricts investing to 5% pf the total assets of the fund.

This episode is about a unique way for SMSFs to co-own Property with family or business partners within investment limits.

What you’ll learn: 

  • (1:43) Compliance with SMSF Property Investment Rules
  • (2:20) In-House Asset Rule for SMSFs
  • (2:26) In-House Asset Rule Limitation
  • (2:54) Complexity of In-House Asset Rules
  • (3:08) Penalties for Breaching In-House Asset Rules
  • (3:53) Regulations for Joint Property Investment with Family or Business Partners
  • (5:04) Introduction to Special 13.22c Unit Trusts
  • (5:38) Ownership and Investment Structure in 13.22c Unit Trusts
  • (6:30) Documentation and Compliance for 13.22c Unit Trusts
  • (7:06) Lease Agreements with Related Parties
  • Load More…

Links and Resources:

Australian Taxation Office (ATO) –

SuperGuide –

#RetirementPlanning #InvestmentStrategy #PropertyInvestment #FinancialAdvice #Superannuation