SMSF compliance is no walk in the park.
It can be really tough wrapping your heading around all the SMSF regulation, but understanding your responsibilities is vital. That’s why our service goes beyond just finding you a great property. We’ll walk you through the do’s and don’ts, so you never have to worry about accidentally breaking the rules.
We’ll also link you to trusted financial professionals to carry you through your SMSF set up. In collaboration, we will craft a perfectly integrated fund to match with your overall retirement strategy.
Step by step guidance from us
We’ll walk you through the do’s and don’ts, so you never have to worry about accidentally breaking the rules.
And because we know SMSFs don’t operate in a vacuum, we work directly with your financial planner or accountant to ensure everything aligns with your retirement strategy.
No surprises, no last-minute panics—just a smooth, compliant investment.
What makes an SMSF a great play for your retirement
Investing in property through a Self-Managed Super Fund (SMSF) can be a powerful strategy for retirement, offering the potential to outperform the share market over the long term. With the ability to leverage borrowing, investors can increase their purchasing power and accelerate wealth creation within their fund.
One of the biggest advantages is the opportunity for tax-free capital gains if the property is sold in the pension phase. Plus, having control of your super means you get to choose where your money is invested, giving you the freedom to align your retirement strategy with your personal goals.
SMSF Investor Success
Lisa | $565,000
From: Moreton Bay
Purchased: Sunshine Coast
Budget: $565,000
Buyer: SMSF
Investment type: accumulate / accelerate
Story:
First time investor, single lady has her own home with a mortgage. She had some personal debt and wanted to invest, she was not in a position to invest in her personal name just yet. with no idea how to move forward and grow her wealth.
She did have a health super balance, which gave her the opportunity to purchase in a SMSF.
We had a plan to buy a property let it accumulate some capital growth, with the plan to sell the property in a few years and then use the capital growth and buy 2 properties. We purchased a town house on the sunshine coast and after 4 years the property had increased over $300,000.
She is now about to get creative and sell this property and split the profit enabling her to buy 2 investment properties in her SMSF.
At the same time she has cleared her personal debt and is now in a position to invest in her own name aswell.
John & Sue | $600,000
From: Sydney
Purchased: SEQ
Budget: $600,000
Buyer: experienced investors
Investment type: accelerate SMSF
Story:
Experienced investors and wanting to retire and travel around Australia.
4 years until retirement, John and Sue wanted a property to accelerate their current super fund to be able to enjoy retirement.
We had a 4 year window to gain as much capital growth as possible. Yield was important as they wanted to pay the property off. We secured a 3 bedroom unit for $565,000, which rented at 5.9% yield and is growing rapidly current valuation is $835,000 and still have 2 years before retirement. these clients are considering holding and not selling as the high yield with supplement their income
Book in for a FREE strategy session with Your Property Investor
You can get to know us, and discuss your property and financial goals, and how to get there.
What we’ll cover
- Your purchase options
- Buying strategies
- Your goals for building wealth
- How we help you
- Pricing
If you’re happy with our chat, we can get the ball rolling and start looking for the right property together.