Unlock Your Super Fund's Property Potential
Expert guidance for SMSF trustees investing in property. Navigate compliance with confidence while building retirement wealth through strategic real estate investment.
Why Property in Your SMSF?
A Powerful Wealth-Building Strategy
Property investment through your SMSF offers unique advantages for building retirement wealth:
Benefits:
- Tax-effective investment environment (15% tax on earnings, 10% on capital gains, 0% in pension phase)
- Direct control over your retirement investments
- Portfolio diversification beyond traditional super assets
- Potential for capital growth and rental income
- Long-term wealth accumulation within a concessional tax structure
Important Consideration:
SMSF property investment requires careful planning and compliance. Our accredited specialists ensure you invest correctly from the start.
Our SMSF Expertise
Accredited SMSF Property Specialists.
What Sets Us Apart:
- Accredited SMSF advisors on staff
- Deep understanding of SIS Act and compliance requirements
- Established relationships with SMSF accountants and legal professionals
- Experience with Limited Recourse Borrowing Arrangements (LRBA)
- Track record of successful SMSF property acquisitions
SMSF Property Investment Process
#1: Compliance Foundation
We begin by reviewing your SMSF's trust deed, investment strategy, and financial capacity to ensure property investment is appropriate and compliant.
#2: Strategy Development
Working with you and your advisors, we develop a property investment strategy aligned with your fund's objectives and retirement goals.
#3: Property Search
We identify SMSF-suitable properties that meet sole purpose test requirements and align with your investment criteria.
#4: Due Diligence
Comprehensive property analysis including investment potential, tenant demand, and long-term growth prospects.
#5: Acquisition
Expert negotiation and purchase management, including coordination with your SMSF accountant and legal representatives.
#6: Settlement & Beyond
We coordinate settlement ensuring all compliance requirements are met, and provide ongoing support for your SMSF property investment.
SMSF Property Compliance
Navigate Regulations With Confidence.
Key Compliance Areas We Address:
Sole Purpose Test
Ensuring your property investment is solely for retirement benefit provision.
In-House Asset Rules
Confirming your purchase doesn't breach in-house asset limits.
Acquisition Restrictions
Navigating rules around purchasing from related parties and residential property use.
Limited Recourse Borrowing Arrangements
Structuring LRBA compliant with superannuation regulations if borrowing is required.
Rental Arrangements
Ensuring any tenancy agreements comply with SMSF regulations.
Working With Your Advisors
Collaborative Approach
We work alongside your existing professional team:
- SMSF Accountants
- Financial Advisors
- Mortgage Brokers (SMSF lending specialists)
- Legal Professionals
- Tax Advisors
Our collaborative approach ensures seamless coordination and compliance throughout your SMSF property acquisition.
SMSF Investment Strategies
Strategic Approaches for SMSF Property.
Capital
Growth Focus
Building long-term wealth through strategic metropolitan and high-growth regional markets.
Cash Flow Enhancement
Identifying properties with strong rental yields to support your fund's cash position.
Balanced Approach
Combining growth potential with income generation for sustainable super fund performance.
Ready to Explore SMSF Property Investment?
Get Started for Today!
Book a complimentary consultation with our SMSF property specialists. We'll discuss your super fund's situation, investment capacity, and strategic opportunities.
Expert buyers agency specialising in investment properties across Australia. Data-driven insights. SMSF expertise. Results that matter.
Opening hours
Mon - Fri : 9:00 AM - 6:00 PM
Saturday: By Appointment
Sunday: Closed
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