Your Property Investment Journey With Super.
If you have decided to purchase property with super you may be eligible for a free consultation.
Your SMSF can borrow to invest in property. SMSF loans have higher interest rates than regular investment loans and you cannot redraw the equity.
Your SMSF can only invest to provide benefits for your retirement. This means you cannot buy a relative's property and you cannot buy a home to live in through an SMSF.
Your SMSF property can be leased to your business at market rates.
Decided To Purchase Property With Super?
Kickstart your journey with a straightforward guide. We're here to assist every step of the way!
Decide on the trustee structure (individual or corporate) and create a trust deed outlining the fund's rules.
Register your SMSF with the Australian Taxation Office (ATO) to obtain an ABN and TFN, essential for tax purposes.
Draft an investment strategy that aligns with the fund's goals, focusing on risk, diversification, and compliance with legal requirements.
Open a dedicated bank account for the SMSF to manage contributions, investments, and expenses, ensuring proper financial management.