Considering purchasing property through your Self-Managed Super Fund? This BFD x BFD Financial Planning session helps Australian medical professionals understand both the opportunities and the limitations of this strategy.
The session covers:
- What’s legally permitted under SMSF rules
- Key investment restrictions, trustee responsibilities, and ATO compliance requirements
- Risks, costs, and potential benefits of buying business property with your SMSF
- Common pitfalls to avoid, such as breaching the sole purpose test or misusing assets
Whether you’re exploring SMSFs for the first time or already managing one, this session equips you with the knowledge to make confident, compliant decisions that support your long-term retirement goals.