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Owning Property · Koste Knowledge Base

What is the In-House Asset Rule for SMSFs?

Quick Answer

The in-house asset rule for SMSFs limits investments in related parties to 5% of the fund's total assets. This ensures diversification and reduces risk. Non-compliance can lead to penalties and loss of tax concessions. Review your SMSF's asset allocation with a professional to ensure compliance.

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Written by Koste Team · Koste Chartered Quantity Surveyors · AIQS Member · RICS Member · TPB Registered · 1300 669 400 · info@koste.ai