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SMSF Property Education
We empower your decision through understanding
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The Journey Begins
The start of your SMSF Journey
Important Information About This Guide
The fine print
Your Super, Your Responsibility
Ascendancy Planning
Strategic Super
SMSF Insurance Partners
Disclosure of ownership
So you want to invest in property using your super?
Make sure it is right for you
What is a SMSF?
Running a SMSF
Buying residential property in your SMSF
Sound like a good idea?…maybe
Residential Property Rules
SMSF Borrowing
Geared SMSF Property Risks
Additional Costs
Loan to value ratio
Conflicts of interest
How do our friends at Strategic Super make running your SMSF easy?
They can be your friends too!
Useful Resources
Government Resources
The SMSF Establishment & Property Purchase Process
Doing the right way
Stage 1 – Do your own research
Stage 2 – Do you qualify?
Stage 3 – Roles and Responsibilities
Stage 4 – The SMSF test
Stage 5 – Engage your financial planner
Stage 6 – Review your Statement of Advice
Stage 7 – Engage your SMSF Accountant
Stage 8 – Your SMSF documents are ready for signing
Stage 9 – Finance and Contract
Stage 10 – Settlement
Stage 11 – Personal Insurance Review
The SMSF Test
Just like at school
Client information and fact find
We share your information with no one
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How we look after your information
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