Mortgages_highres_b-wGenerally speaking a self-managed super fund (SMSF) can purchase just about all types of property (including vacant land) which includes residential, commercial, factories, medical suites and office space.

Owning a residential investment property within your SMSF can be significantly more tax effective than investing in a property in your personal name. We can show you how property can be used to diversify your overall investment portfolio.

We will guide you through the whole process from initial discussion through to selecting the right property manager. We will also monitor the performance of your property and align it with your overall investment strategy.

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Home Owner

  • Affordability Assessment
  • Rate Options
  • Ownership Structure
  • Essential Loan Features
  • Contingency Planning
  • Principle + Interest vs Interest Only

SMSF

  • Assessing Options
    • SMSF Trust Deed/Bare Trust
    • SMSF Loan Pre-approval
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Investor

  • Affordability Assessment
  • Rate Options
  • Ownership Structure
  • Essential Loan Features
  • Contingency Planning
  • Principle + Interest vs Interest Only
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Business Borrowing

  • Clarifying your Business Needs
  • Assessing Options
  • Structuring
  • Assisting with Documentation
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Reverse Mortgage

  • Assessing Options
    • How Much to Borrow
    • Risk Assessment
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Leasing

  • Novated Lease
  • Chattel Mortgage
  • Finance Lease
  • Operating Lease