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Buying Through an SMSF

Buying property through a self-managed super fund is a specialised path with strict rules. This guide outlines the essentials and why professional advice is non-negotiable.

The framework

Property held in an SMSF must meet the fund's investment strategy and the rules governing super. Where borrowing is involved, it usually happens through a limited recourse borrowing arrangement, which must be structured correctly from the outset.

The rules are strict, and getting the structure wrong can be costly and hard to fix.

The professionals you need

Buying through an SMSF typically involves a licensed accountant, a financial adviser, a broker familiar with SMSF lending, and sometimes a specialist lawyer, alongside a buyers' agent. Each plays a distinct role in keeping the purchase compliant.

Our role

We do not provide financial, credit, or tax advice. We introduce you to independent, licensed specialists who work in SMSF property so you can proceed on properly advised footing.

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Frequently asked questions

Can I live in a property my SMSF buys?

There are strict rules about who can use SMSF-owned property. A licensed adviser or accountant should explain what is and is not allowed.

Do I need advice before buying through an SMSF?

Yes. Given the rules and long-term impact, licensed financial and accounting advice is essential. We can introduce you to specialists.