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Buying Property Through Your SMSF? Can you BARE to trust it? (Bare Trust Deed)
Investing in property through your SMSF can be a powerful retirement strategy—but one paperwork mistake in your bare trust or LRBA documentation can lead to major tax and duty consequences. This article explains how SMSF bare trusts work, when your deed must be dated across different states and why synchronising your legal, accounting and lending team is vital for a compliant property purchase.
3 min read
Case Study – The Impact of Noting the Incorrect Entity on a Contract of Sale
Incorrect entity details on an SMSF Contract of Sale can trigger double stamp duty, finance delays, and compliance breaches. This case study explains why precise entity naming is critical when purchasing property through an SMSF, the risks involved, and how reviewing Bare Trust and Holding Trust documents before signing can prevent costly settlement issues.
3 min read
What Is a Bare Trust in an SMSF?
A bare trust is essential when an SMSF buys property with a loan. The bare trustee holds legal title while the SMSF retains beneficial ownership, ensuring compliance with superannuation law and protecting members’ retirement savings. Learn how bare trusts work in limited recourse borrowing arrangements, why proper setup and stamping are critical, and the risks trustees face if the structure is not executed correctly.
3 min read
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