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Strategies for SMSF property transactions paper
Published on 14 Jun 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- transfer of real property into a self managed superannuation fund
- transfer of property from a SMSF to a member
- transfer of property from one SMSF to another
- investment by an SMSF in a geared unit trust which acquires property
- limited recourse borrowing arrangements.
Author profiles
Alan Krawitz CTA
Alan Krawitz, CTA is a Director of Smailes Krawitz, a boutique law firm that specialises in tax advice, tax disputes, wills and estates, trusts and commercial law on behalf of privately owned enterprises, high net worth individuals and family offices . In the 2022 edition of Doyle’s Guide for Western Australia, the firm was ranked as a First-Tier firm in the category of “Leading Tax Law Firms” and was ranked equal second in the category “Leading Wills, Estates & Succession Planning Law Firms”. Alan provides complex tax advice for private and family groups and high net worth individuals. He acts for taxpayers in disputes with the Australian Taxation Office, including matters filed in the Federal Court of Australia and the Administrative Appeals Tribunal. Alan provides estate plans of highly prominent individuals in Australian corporate life and acts for clients in relation to disputes involving trusts and estates. Alan is admitted as a lawyer of the Supreme Court of Western Australia and is entitled to practice in the High Court of Australia, the Federal Court of Australia and the Administrative Appeals Tribunal. - Current at 04 July 2023Claire Baggott
Claire is a Senior Associate at EY Law (formerly Norton & Smailes), and practices in superannuation, tax advice, tax disputes, tax litigation, wills and estate planning. Claire is both a Lawyer and a Chartered Accountant, having been admitted to practise in the Supreme Court of Western Australia and the High Court of Australia. Claire has approximately 9 years of taxation experience, and 5 of those years have been with Norton & Smailes (now EY Law). - Current at 09 June 2016
This was presented at 2016 Superannuation Intensive .
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Superannuation regulatory update
Author(s): Greg BENTLEYMaterials from this session:
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Contribution workshop: Case study & answers
Author(s): Con GOTSISMaterials from this session:
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Strategies for SMSF property transactions
Author(s): Alan KRAWITZ, Claire BaggottMaterials from this session:
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Successful SMSF succession
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Pension workshop
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