SMSF and Investment Property
…what you should be aware of!
The STATE REVENUE OFFICE has clearly warned trustees of SMSF’s that he will be focusing on SMSF and investment property out of concern that trustees are making ill informed investment decisions on behalf of their SMSF’s!
The purpose of this blog is to remind you and enlighten you on the benefits of securing and investment property for your SMSF where the numbers actually stack up. This will mean you will be better off by thousands of dollars at retirement; by making an informed decision based on the underlying fundamentals and numbers underpinning the potential property.
The recent Financial Review article warns investors/trustees about two major issues in SMSF space with regards to investing in property; a most welcome article highlighting the fact that ‘trustees don’t seek advice upfront often leading to poor investment decision making which will attract the attention of the SRO’.
We urge you to take the view that if you are going to make an uninformed decision (which is unfortunately what most tend to do, putting emotion ahead of the financials) then perhaps you have an obligation as Trustee to your SMSF (and the Tax Office) and thus take advantage of services such as ours prior to looking for your preferred investment property.
Does the property you are looking at have the correct Fundamentals in place?
The question is : “Are you giving yourself choice of an alternative solution to potentially make a better more informed and astute investment decision?”
An Investment decision that will benefit you by Thousands of Dollars. This is why more and more accountants, financial planners and mortgage brokers are now introducing their clients to services such as ours.
You will avoid the above pitfalls whilst we save you time, stress and probably money using our professional services, in working with you to help find what we call a ‘best fit’ investment property that matches your goals, investment strategy and overall SMSF and personal objectives.
Did you know that securing a new property over an existing older one will result in your investment being thousands and thousands of dollars better off over the investment period?
See figures in example below :
Increase the end value of your retirement by making an Informed Decision upfront
Your Investment will be better off based on :
demonstrating the above figures; providing you with a selection of ‘best fit’ properties + due diligence and market reports on why these properties; implementing our personal objectives of encouraging our clients to make an informed decision(using our industry knowledge, expertise and due diligence); and inviting you to undertake your own due diligence on our recommendations.
… the reality is that our system is deliberately designed to ensure that you will make more astute investment decisions!
- than if you went to your local estate agent or a financial planner who is trying to flog you a property they have access to; both will tell you exactly what you want to hear so that you put down a 10% deposit and buy that property
Ask those in the know how you could maximise your Investment Returns
Our primary role is to explain how the numbers work, provide you with a selection of best fit properties that match your investment objectives, in your preferred locations (across Australia) and work with you so that you as the Trustee of your SMSF make an informed decision whether that be a no or a yes, to options on the table.
There are other ways to perhaps achieve better results for your SMSF.
We look forward to your questions and feedback
Helping you grow your Retirement Value whilst exceeding your expectations of us. We assure you of our prompt and personal attention now and into the future.
Wanting to set up your SMSF? Free consultation … click here
Why a SMSF, tax advantages and Why an Investment Property… more
Comments or questions are welcome.
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