Listen "#042 - How The 5% Government Scheme Will Impact Your SMSF!"
Episode Synopsis
Take control of your retirement savings today 👉 https://www.bcsmsf.com.au/contact-us/🔗 TAKE ACTION:Book your free SMSF consultation call: https://www.bcsmsf.com.au/contact-us/The 5% rule…and why it costs SMSF trustees thousands.◼️ What the 5% in-house asset rule actually is (and why it exists)◼️ Common breaches◼️ The major exception◼️ How to structure properly and stay compliant◼️ Practical steps to avoid costly mistakesTimestamps:00:00:00 Introduction00:01:14 - Explanation of the 5% In-House Asset Rule00:01:58 - Definition of In-House Assets00:02:29 - Examples of Breaching the 5% Rule00:03:35 - Exception: Business Real Property00:04:07 - How to Avoid Accidental Breaches00:05:09 - Importance of Proper SMSF StructureFollow Blue Chip SMSF:https://www.instagram.com/bluechipsmsf/https://www.bcsmsf.com.auDISCLAIMERThis content is for educational and coaching purposes only. This is not personal financial or legal advice. SMSF rules are complex and individual circumstances vary significantly. Before making any investment or structural decisions, consult with a qualified financial advisor and SMSF accountant tailored to your specific situation. Improper SMSF management can result in significant penalties and loss of concessional tax treatment.
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