Investing in direct property from within your Self Managed Superannuation Fund has been a hot topic for the last few years. In simple terms, you can now invest in direct property with your money in your Superannuation Fund, provided you follow the rules and guidelines around Superannuation.

 

Sound complicated? Well it is a bit technical and that is why we recommend that you use an expert Financial Planner to guide you. So why bother? Well the answer is quite simple, investments in the Superannuation environment offer superior tax and retirement benefits. Particularly if you are investing for your years in retirement, when capital gains tax incentives can be significant.

 

The ‘little black box’ that allows you to do this is called a Self Managed Superannuation Fund (SMSF). The SMSF is a specific fund that can be established for you and as the name suggests, you manage it (with expert assistance, we suggest) and you can choose how to invest your money, provided that the investment fits within the rules dictated by the regulatory authorities.

 

However, SMSF is not for everyone. Some people simply are not in the right position to be suitable for an SMSF. And, not all financial planners have the necessary experience to advise on SMSF.

 

We can introduce you to a Financial Planner who understands the role that Investment Property can play in terms of financial planning and has the experience to include investment property in your portfolio. They specializes in setting up property in your SMSF.

 

If you wish to explore the value that a Financial Planner can offer you, please and we will contact you to get you started along the road toward wealth creation.