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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 mistakes

Timestamps:

00:00:00 Introduction

00:01:14 - Explanation of the 5% In-House Asset Rule

00:01:58 - Definition of In-House Assets

00:02:29 - Examples of Breaching the 5% Rule

00:03:35 - Exception: Business Real Property

00:04:07 - How to Avoid Accidental Breaches

00:05:09 - Importance of Proper SMSF Structure

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DISCLAIMER

This 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.