Acquiring property assets within SMSF is a popular strategy amongst investors and advisors.

Talk with us about your plans.

Call 1300 819 819 or email now and talk to an expert.

Holding residential or commercial property within your SMSF can be a powerful wealth creation strategy depending on the financial position and the risk profile.
Any property held by your Super Fund must meet the sole purpose test:

  • Retirement benefits to members of the fund or,
  • Benefits to dependents if the member endures loss of life
  • A Bare Trust deed will need to be established upon purchasing a new asset
  • We recommend seeking financial advice or speak to your accountant prior to purchase

Contact us to discuss your financial opportunity.

Work with the bank, outside the bank.