Understanding SMSF Property Investments

We provide insights on the process, considerations, and important factors for SMSF property investing, emphasizing the role of licensed accountants and advisers for personalized advice.

Our Approach

Educational Insights on SMSF Property Investments

We provide educational insights on investing in property through a Self-Managed Super Fund (SMSF), including key considerations, potential benefits, and factors to discuss with licensed professionals.

How We Help SMSF Investors

General guidance on factors SMSF investors should consider, such as property selection, market opportunities, financing, compliance, and property management, with licensed professionals providing personal advice.

Compliance and Risk Considerations

Learn about key compliance requirements and risk factors for SMSF property investments, including borrowing limits, trustee obligations, and the sole purpose test. Licensed advisers can provide personalized guidance.

SMSF Property Investment Process

SMSF Setup &

Review Insights

We provide general guidance on key steps involved in setting up or reviewing a Self-Managed Super Fund (SMSF), including trustee roles and compliance considerations. Investors should consult licensed professionals for personalized advice.

Finance & Structuring

We provide educational insights on key factors for financing property through an SMSF, including an overview of limited recourse borrowing arrangements (LRBAs) and compliance considerations.Licensed professionals should be consulted for personalized advice.

Investment Considerations for SMSFs

General guidance on key aspects of property investing through an SMSF, such as cash flow, risk factors, and long-term considerations, with licensed advisers offering tailored guidance.

Purchase & Settlement

We provide educational insights on key steps involved in property transactions through an SMSF, including the importance of building and pest inspections, legal checks, and working with licensed professionals for settlement.

Source Suitable Property

Informational guidance on market, location, and rental considerations for property within an SMSF, highlighting the role of licensed professionals for personalized advice.

Property Management+

Monitor & Review

Find tenants and manage leases
Maintain property and ensure ongoing compliance
Adjust strategy as needed to optimise growth and compliance

Ready to Grow Your SMSF with Property?

Learn more about SMSF property investments and key considerations, with licensed professionals providing personalized guidance for your situation.