Robert has years of hands-on experience as a property investor and as the trustee of his own SMSF
Our services include:
SMSF Administration – Hassle-free fund management for property investments.
Tax Compliance – ATO lodgments and regulatory reporting for SMSF property.
Financial Reporting – Accurate annual statements for SMSF-held properties.
Annual Independent Audit – Ensuring ATO compliance for SMSF property transactions.
Limited Recourse Borrowing Arrangement (LRBA) Administration – SMSF borrowing compliance for property acquisitions.
SMSF Winding Up and Exit Strategies – Proper closure of your SMSF property fund.
Pension Setup – Pension documents and pension related tax advice.
Yes, your SMSF can invest in residential or commercial property, provided it complies with the ATO’s sole purpose test and investment strategy guidelines.
SMSFs benefit from a concessional tax rate of 15% on rental income and 10% on capital gains (if held for more than 12 months). In the pension phase, earnings are completely tax-free.
An SMSF can use a Limited Recourse Borrowing Arrangement (LRBA) to finance property purchases while protecting other fund assets from lender claims.
If you sell a property within your SMSF, capital gains tax (CGT) may apply, but discounts are available for long-term holdings. If sold in the pension phase, the capital gains tax may be completely eliminated.GST does not apply to rental income from residential properties.
To close an SMSF that holds property, trustees must comply with tax finalization, asset disposal, and ATO reporting requirements.
Disclaimer: The information provided on this page is general in nature and does not take into account your personal objectives, financial situation, or needs. Before acting on any information, you should consider seeking advice from a licensed financial adviser or tax advice from a registered tax agent.
Whether you have questions about our services or are ready to take control of your finances, we’re here to help. At Robert Kim and Co, we pride ourselves on providing personalized support and expert guidance to meet your accounting needs.
Contact us today to schedule a consultation or ask any questions you may have about business tax, bookkeeping, property investment. Our team is ready to assist you with clear, straightforward advice to help you achieve your financial goals.
(02) 9874 2366
Suite 2, 14 Ethel St, Eastwood NSW 2122
Whether you have questions about our services or are ready to take control of your finances, we’re here to help. At Robert Kim and Co, we pride ourselves on providing personalized support and expert guidance to meet your accounting needs.
Contact us today to schedule a consultation or ask any questions you may have about business tax, bookkeeping and property investment. Our team is ready to assist you with clear, straightforward advice to help you achieve your financial goals.
(02) 9874 2366
Suite 2, 14 Ethel St, Eastwood NSW 2122
Property tax and SMSF specialist | Business accounting, bookkeeping & payroll | Bilingual Korean-English services | Tax planning for families & businesses | Serving clients in Sydney & across Australia for 30+ years
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Contact Us
(02) 9874 2366
Suite 2, 14 Ethel St, Eastwood NSW 2122
Monday - Friday, 9:00 am - 6:00 pm