Holding Property in an SMSF – workshop

This interactive property workshop, delivered by Tim Miller, will take attendees through all the key considerations of acquiring, maintaining and disposing of property investments within an SMSF.

Based on the most recent ATO statistics, property represented about 20% of all SMSF investment, whether held outright or via a limited recourse borrowing arrangement. If you then factor in property held via managed investments and unit trusts it would likely rival listed shares as the number one investment category for SMSFs.

With each area as important as the next, this session will delve into the administrative, taxation and audit issues associated with:

  • The key acquisition considerations
  • The definition of business real property
  • How tenants impact the investment
  • Investment strategy considerations – liquidity & diversity
  • Property expenses – NALE, LRBAs, improvements & the link to contributions
  • Selling property – LRBA considerations, member & death benefits
  • Other considerations, including but not limited to titles and valuations.

Relying on the experiences gained from his 25+ years in the Industry, Tim will use a number of case studies taken from real fund examples, and his creative mind, to ensure this workshop provides an interactive experience for all attendees. Beyond the opportunity to engage with like-minded professionals, attendees will also receive a copy of Tim’s “Guide to holding property in an SMSF”, a comprehensive guide that links the technical to the practical.

Leaning Outcomes:

At the end of this workshop, attendees will have an appreciation for:


  • The key distinctions between investing in property held directly versus investing in an entity that invests in property
  • The requirements around undertaking improvements, maintenance and repairs of a property
  • The taxation considerations of acquisition , holding and disposing of property in an SMSF
  • Strategies that contemplate property and estate planning 

SuperGuardian would like you to join us for networking drinks immediately following the workshop.

Presenter: Tim Miller

Cost: $230

Early Bird Cost: $180

Buy one get one free

To bring an associate along we are inviting you to buy one and get one free.

Please enter the promo code: TWOFORONE


Location:  Mayfair Hotel

Date: 17 November 2022

Time: 12:30 pm – 5:00 pm


Location:  Grand Hyatt Hotel

Date: 24 November 2022

Time: 12:30 pm – 5:00 pm

Media Partner

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.


Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.