Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy for
investing retirement savings, allowing an SMSF to acquire significant assets like property or shares.
SMSF borrowings are subject to strict rules and regulations that are important to understand. In this
fact sheet, we will explore different considerations and factors with borrowing in an SMSF to help
trustees make informed decisions about borrowing in their SMSF.

To read this fact sheet in its entirety download the PDF version here.

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include

Division 296 Tax Discussion Paper

The proposed $3 million superannuation tax introduced by the Australian Government aims to adjust the tax concessions for individuals with

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Guide to Transition to Retirement Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

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