{"id":11821,"date":"2021-03-18T17:09:14","date_gmt":"2021-03-18T06:09:14","guid":{"rendered":"https:\/\/www.dbalawyers.com.au\/?page_id=11821"},"modified":"2021-12-14T19:03:11","modified_gmt":"2021-12-14T08:03:11","slug":"smsf-property-services","status":"publish","type":"page","link":"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/","title":{"rendered":"SMSFs &#038; Property Services"},"content":{"rendered":"<p>Click <strong><span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"http:\/\/www.dbanetwork.com.au\/webinars\/dbalawyers\/seminars3\/9815\/11517\/SMSF-Online-Updates-5th-Mar-2021.html\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a> <\/span><\/strong>to view the recording of DBA Network Pty Ltd\u2019s online webinar on SMSFs &amp; Property Development to learn more (a fee is payable to DBA Network for this webinar)<\/p>\n<h3>SMSFs &amp; Property Services<\/h3>\n<p>DBA Lawyers offers a range of SMSFs &amp; Property related services. We can advise SMSFs investing in property on how best to structure their investments having regard to taxation and superannuation laws.<\/p>\n<h3>Related articles:<\/h3>\n<ul>\n<li>For a range of articles please click <strong><span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/lrbas-newsfeeds\/\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a><\/span><\/strong>.<\/li>\n<\/ul>\n\n<table id=\"tablepress-139\" class=\"tablepress tablepress-id-139 smsf_property_services\">\n<thead>\n<tr class=\"row-1 odd\">\n\t<th class=\"column-1\">Service:<\/th><th class=\"column-2\">Description:<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n\t<td class=\"column-1\"><strong>SMSF Property Tax Advice<\/strong><br \/>\n<ul><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/related-tax-business-services\/\"><strong>here<\/strong><\/a>\u00a0for more information<\/li><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/contact\/\"><strong>here<\/strong><\/a>\u00a0to contact us about this service<\/li><\/ul><\/td><td class=\"column-2\">DBA provides federal and state tax advice related to SMSF property investments. Our advice focuses on:<br \/>\n<ul><br \/>\n<li>CGT, GST, land tax and Victorian stamp duty.<\/li><br \/>\n<li>Establishment of structures, eg, trusts and companies for investing in or holding property.<\/li><br \/>\n<li>Tenants-in-common agreements.<\/li><\/ul><\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n\t<td class=\"column-1\"><strong>SMSF Building Contract Review<\/strong><br \/>\n<ul><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/smsf-building-contract-review\/\"><strong>here<\/strong><\/a>\u00a0for more information<\/li><\/ul><\/td><td class=\"column-2\">DBA can review an SMSF\u2019s prospective building contract for any clauses that may lead to potential contraventions of superannuation law. <br \/>\n<br \/>\nWe can assist in revising contracts or work with your existing advisers to provide SMSF legal input.<br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n\t<td class=\"column-1\"><strong>SMSF Lease Review Service<\/strong><br \/>\n<ul><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/smsf-lease-review-service\/\"><strong>here<\/strong><\/a>\u00a0for more information<\/li><\/ul><\/td><td class=\"column-2\">We can review an SMSF\u2019s lease and assist SMSF trustees, tenants and their advisers to navigate the legal, tax, super and commercial issues involved. This service is important for SMSF trustees with related party tenants.<br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n\t<td class=\"column-1\"><strong>SMSF Borrowing<\/strong><br \/>\n<ul><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/smsf-borrowing\/\"><strong>here<\/strong><\/a>\u00a0\u00a0for more information<\/li><\/ul><\/td><td class=\"column-2\">We recommend that SMSF trustees obtain advice before entering into borrowing arrangements (<b>LRBAs<\/b>) to avoid tax and superannuation contraventions. This is especially important for SMSFs undertaking related party borrowing arrangements.<br \/>\n<br \/>\nDBA provides advice and documents for:<br \/>\n<ul><br \/>\n<li>LRBAs<\/li><br \/>\n<li>Direct Bank Loans<\/li><br \/>\n<li>Related Party Loans<\/li><br \/>\n<li>Refinancing and altering terms to LRBAs<\/li><br \/>\n<li>Winding up an LRBA<\/li><\/ul><\/td>\n<\/tr>\n<tr class=\"row-6 even\">\n\t<td class=\"column-1\"><strong>Agency\/bare trust documentation (for use with related party builders)<\/strong><br \/>\n<ul><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/agency-bare-trust-deed-for-use-with-related-party-builders\/\"><strong>here<\/strong><\/a>\u00a0for more information<\/li><br \/>\n<li>Click\u00a0<a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/agency-bare-trust-deed-for-use-with-related-party-builders\/\"><strong>here<\/strong><\/a>\u00a0to order bare trust documents<\/li><\/ul><\/td><td class=\"column-2\">We prepare documents that appoint a related party to act as agent for an SMSF trustee in a building project. This document authorises the builder to act as a limited agent for the SMSF trustee to acquire materials and\/or third\u0002party services.<\/td>\n<\/tr>\n<tr class=\"row-7 odd\">\n\t<td class=\"column-1\"><strong>Tenants in common agreement<\/strong><br \/>\n<ul><br \/>\n<li>Click <a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/tenants-in-common-agreement\/\"><strong>here<\/strong><\/a> for more information<\/li><\/ul><\/td><td class=\"column-2\">A tenants in common (<b>TIC<\/b>) agreement outlines the terms and conditions relating to the ownership of real property that is owned as tenants in common. A TIC agreement could also be prepared for other assets if requested.<br \/>\n<br \/>\nIt can provide certainty in situations where one co-owner wants to sell at a price that the other co-owners do not agree with. The TIC agreement also includes a process for overcoming deadlocks and disputes in arriving at fair <br \/>\nmarket value.<\/td>\n<\/tr>\n<tr class=\"row-8 even\">\n\t<td class=\"column-1\"><strong>SMSF Investment Strategy Advice<\/strong><br \/>\n<ul><br \/>\n<li>Click <a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/summary-smsf-documents-strategy-kits\/investment-strategy-kit\/\"><strong>here<\/strong><\/a> for the SMSF Investment Strategy Kit<\/li><br \/>\n<li>Click <a style=\"color: #ff0000;\" href=\"https:\/\/www.dbalawyers.com.au\/commercial-investment-and-related-agreements\/\"><strong>here<\/strong><\/a> for tailored Investment Strategy Advice<\/li><\/ul><\/td><td class=\"column-2\">The Investment Strategy Kit contains guidance and template documentation with a practical, comprehensive explanation of how to draft investment strategies for an SMSF. It can be used when an SMSF is formulating and reviewing a range of different investment strategies including one where an SMSF\u2019s investment portfolio is heavily weighted in one property or in real estate with little diversification.<br \/>\n<br \/>\nDBA can also provide tailored investment planning advice for SMSFs heavily invested in property.<br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-9 odd\">\n\t<td class=\"column-1\"><strong>Foreign Beneficiary Exclusions in Family Discretionary Trusts<\/strong><br \/>\n<ul><br \/>\n<li>Click <a style=\"color: #F00;\" href=\"https:\/\/www.dbalawyers.com.au\/discretionary-family-trust\/\"><strong>here<\/strong><\/a> for more information<\/li><\/ul><\/td><td class=\"column-2\">Additional duty and land tax may be payable by a trustee of a discretionary trust in respect of real property and certain other dutiable property in most States and Territories in Australia. This primarily applies to residential <br \/>\nproperty.<br \/>\n<br \/>\nTo minimise this risk, DBA Lawyers\u2019 discretionary trust deed can be specifically drafted to exclude \u2018foreign beneficiaries\u2019 in one or more states or territories.<br \/>\n<br \/>\nIf you want to distribute to foreign beneficiaries, we recommend that you first seek our advice before ordering.<\/td>\n<\/tr>\n<tr class=\"row-10 even\">\n\t<td class=\"column-1\"><strong>Unitholders agreement<\/strong><br \/>\n<ul><br \/>\n<li>Click <a style=\"color: #F00;\" href=\"https:\/\/www.dbalawyers.com.au\/unitholders-agreement\/\"><strong>here<\/strong><\/a> for more information<\/li><\/ul><\/td><td class=\"column-2\">A unitholders\u2019 agreement is generally recommended where there is more than one unitholder in the same unit trust, even if the other unitholder is a related party.<br \/>\n<br \/>\nThis agreement confirms the terms and conditions of the relationship between unitholders and covers matters that are typically not addressed in a unit trust deed. This is important to minimise any future uncertainty, dispute or friction should parties have different opinions regardinghow the unit trust should be operated or how a unitholder can transfer their units, etc. Unitholders may also want to specify that certain decisions require 100% unitholder approval such as the purchase and sale of major assets.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n","protected":false},"excerpt":{"rendered":"<p>Click here to view the recording of DBA Network Pty Ltd\u2019s online webinar on SMSFs &amp; Property Development to learn more (a fee is payable to DBA Network for this webinar) SMSFs &amp; Property Services DBA Lawyers offers a range of SMSFs &amp; Property related services. We can advise SMSFs investing in property on how [<a class=\"read-more\" href=\"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/\">read more<\/a>]<\/p>\n","protected":false},"author":32,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SMSFs &amp; Property Services | Leading SMSF Law Firm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/\",\"url\":\"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/\",\"name\":\"SMSFs & Property Services | Leading SMSF Law Firm\",\"isPartOf\":{\"@id\":\"https:\/\/www.dbalawyers.com.au\/#website\"},\"datePublished\":\"2021-03-18T06:09:14+00:00\",\"dateModified\":\"2021-12-14T08:03:11+00:00\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.dbalawyers.com.au\/#website\",\"url\":\"https:\/\/www.dbalawyers.com.au\/\",\"name\":\"DBA Lawyers\",\"description\":\"Leading SMSF Law Firm\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.dbalawyers.com.au\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"SMSFs & Property Services | Leading SMSF Law Firm","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/","url":"https:\/\/www.dbalawyers.com.au\/smsf-property-services\/","name":"SMSFs & Property Services | Leading SMSF Law Firm","isPartOf":{"@id":"https:\/\/www.dbalawyers.com.au\/#website"},"datePublished":"2021-03-18T06:09:14+00:00","dateModified":"2021-12-14T08:03:11+00:00","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.dbalawyers.com.au\/smsf-property-services\/"]}]},{"@type":"WebSite","@id":"https:\/\/www.dbalawyers.com.au\/#website","url":"https:\/\/www.dbalawyers.com.au\/","name":"DBA Lawyers","description":"Leading SMSF Law Firm","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.dbalawyers.com.au\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/pages\/11821"}],"collection":[{"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/users\/32"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/comments?post=11821"}],"version-history":[{"count":2,"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/pages\/11821\/revisions"}],"predecessor-version":[{"id":13144,"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/pages\/11821\/revisions\/13144"}],"wp:attachment":[{"href":"https:\/\/www.dbalawyers.com.au\/wp-json\/wp\/v2\/media?parent=11821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}