You will need written advice before the bank will approve your loan
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Are you considering using your super to purchase investment property?
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Would you like professional advice on how you can structure your investment efficiently and correctly?​
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If you set up a SMSF would you like professionals that live and breath SMSF to provide ongoing administration and accounting services?
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We are licenced financial planners that can give you advice on the best entity to hold your investment property.
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We will take into account your personal circumstances and provide you with advice that is in your best interest.
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Our fees are competitive and transparent with no surprises.
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When purchasing an investment property using your super (by setting up a SMSF), you need to consider many factors, including
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Replacing the insurance you have in your retail/industry fund​
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Investment of the remaining funds after the property purchase
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Diversification of your investments and a written investment strategy
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Purchasing Investment Property Using Your Super?
We are here to help you make the decisions that are in YOUR BEST INTEREST
Contact us for a cost and obligation free discussion
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Just provide us with some basic contact details
And we do mean cost and obligation free. We want to help you, if after our initial discussions you wish to engage our services you can. If you don't wish to engage us, that is perfectly fine, no hard feelings we promise!