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Acquiring Commercial Real Estate through Your SMSF

When considering the purchase of commercial real estate via your Self-Managed Super Fund (SMSF), and potentially leasing it back to your own business, itu2019s essential to be aware that this process resembles a standard real estate acquisition. However, specific steps with the help and support of your Perth SMSF tax accountant must be adhered to comply with superannuation and tax regulations.

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Acquiring Commercial Real Estate through Your SMSF

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  1. Acquiring Commercial Real Estate Acquiring Commercial Real Estate through Your Self Managed Super through Your Self Managed Super Fund (SMSF) Fund (SMSF)

  2. • Leveraging your Self Managed Super Fund commercial investments presents strategic opportunities, providing tax advantages potential. The Taxation Office (ATO) permits SMSFs to commercial properties under specific (SMSF) real for estate and growth Australian diversify into conditions.

  3. • Investing in commercial real estate through your SMSF yields significant benefits. Income generated, such as rental typically concessional 15% tax rate within the personal Additionally, from property sales, held for over 12 months, are subject to a reduced 10% tax rate within the SMSF. tax income, incurs a SMSF, tax capital unlike rates. gains

  4. • However, strict adherence to ATO regulations governing SMSF investments imperative. Properties must satisfy the sole purpose test, serving solely for retirement benefits to fund members. Additionally, SMSF property acquisitions must transact at market value, adhering to ATO's arm's transaction rules. is length

  5. • Perth specializing invaluable guidance in acquiring commercial real estate. They aid in SMSF structure regulatory compliance, and crafting investment strategies aligned with retirement objectives. business in accountants SMSFs provide setup, ensuring

  6. • These professionals adeptly manage the taxation issues with SMSF investments, optimizing tax efficiencies while ensuring ATO compliance. Moreover, they offer ongoing support in property within the SMSF, including financial reporting, submissions, and compliance checks. complex associated property management tax

  7. • In essence, investing real in commercial through your SMSF offers promising prospects, backed by tax advantages growth potential. experienced Perth business accountants well-versed in SMSFs and ATO regulations, you can confidently navigate this path to secure your financial future. estate and With

  8. Contact Us Contact Us • Website:https://www.westcourt.com.au/ • Address: Level 2 – 116 Roe Street Northbridge, Perth, WA 6003 • Phone:0892218811 • Facebook:https://www.facebook.com/WestcourtFamilyBusinessAccountants/ • Instagram:https://www.instagram.com/westcourtfba/ • LinkedIn: https://www.linkedin.com/company/westcourt-consulting/

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