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Buying Property with Your Super Fund

Download our free comprehensive guide and discover how to utilize a SMSF to increase your long term wealth

Learn how to Purchase Property with your Super Fund

Buying an Investment Property via Superannuation could provide you with the potential for long term capital growth and income, in a tax-effective manner. However in order to purchase an investment property, you will need to have a Self-Managed Super Fund (SMSF).

This eBook will outline everything that you need to know about Property in your SMSF, borrowing money for your property, and SMSF loan risks management & common mistakes. Start Investing in your Future, and Download this FREE eBook Now!

By the end of this ebook, this is what you will know:

Introduction to Property in your SMSF

  • Can I buy an Investment Property with my super?
  • Why do I need a SMSF to buy an investment property?
  • Why would I consider buying an Investment Property using my Super?
  • Are there any restrictions on buying a property in an SMSF?
  • How much do I need to have in super to buy a property?

Section 2: Borrowing Money for your Property

  • I don’t have enough in super, can i borrow the extra?
  • Is an SMSF loan different from a normal investment loan?
  • What is a limited recourse loan?
  • How is my SMSF loan application accessed?
  • Are they any restrictions on borrowing?
  • How do I go about arranging an SMSF loan?
  • What happens if I sell the property or replay the loan?

Section 3: SMSF Loan Risk Management & Common Mistakes

  • Tips
  • Common Mistakes to Avoid

Section 4: Conclusion & Next Steps

  • Is an SMSF Investment Property right for you?
  • Where should you go from here?

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Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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