SMSF & Property Overview

An Overview of a Self-Managed Super Fund, Investment Rules and Choices The Structure to Borrow to purchase Property.

Discover –

  1. The SMSF structure
  2. Investment Rules
  3. Investment Choices
  4. Purchasing Property special Structure – Custodian/Bare Trust

This is a condensed overview from our Seminar and Webinar

 

Simple steps to TAKE ACTION

  • Talk with your financial advisor and tax agent
  • A plan of action is better than NO action:
    • Strategy – to become a controller of your wealth;
    • Structure – maybe a Self-Managed Super fund (SMSF) is the answer; and
    • Support – a service to handle all the set up and compliance such as SuperBenefit.
  • To Understand more about Self-Manages Super Funds (SMSF) take a look at our SMSF Roadmap Overview

If you have any questions, please call or email as we would be happy to assist you with further information.

For a FREE no obligation discussion of the options for you, call us to book a time to meet.

0407 361 596 Paul

Advertisements