Our Services Grid Style
Understanding who you are, what your retirement goals are, the type of investment vehicle you are wanting
If it is a property what do you want the investment to do for you
Where will this property be, what is your investment budget, when do you want ownership, the type of property etc?
Introduction to a SMSF Financial Planner
All SMSF’s require a formulated financial plan the SMSF will be guided by in order to be compliant
If you have your own financial planner that is OK, we will liaise with them through you to ensure all is structured correctly and that the Super can borrow money and own a property
Introduction to a SMSF Accountant
If your SMSF is not set up, we can introduce you to an Accountant who will help you set up the correct structure to meet your requirements
Where there will be borrowings a Bare Trust is required in which the property will be held whilst there is a loan in place
Your SMSF requires an annual audit the accountant will ensure happens
Introduction to Mortgage Broker who is SMSF proficient
SMSF is a specialty field requiring a proficient Mortgage Broker to work with you in getting the loan approved in the SMSF
We have access to a team of SMSF Mortgage Brokers we will introduce you to whose specialty is SMSF and borrowings in Super
Your property needs to settle on time, our brokers understand this pressure
Selection of Investment Property to suit your SMSF strategy
Helping you source a ‘best fit’ property to match your goals and requirements for your SMSF
properT network undertake market research on a daily basis 24 x 7 across Australia
Understanding your requirements in the above needs analysis will guide us in putting a selection of ‘best fit’ properties in front of you
We will also give you sufficient information based on our market research and our own due diligence
We invite you to undertake your own investigation and due diligence to ensure your research ties in with ours so you can come to an informed investment decision
Introduction to Solicitor
On selecting a particular property from one of our recommendations you would need to present the Contract to a Solicitor for review to understand what you are committing to
We will introduce you to a solicitor who will review the contracts and also attend settlement of the property on your behalf
Introduction to a service offering Final Inspections prior to Settlement
At time of completion, we introduce you to a professional services company to undertake your Final Inspections in reviewing any defects requiring rectification ensuring qualified HandOvers are effected giving you peace of mind
We advise you take up two inspections, the first for upfront defects and the second to ensure defects have been rectified and ready for tenant occupation
Introduction to qualified Rental Managers
During settlement period, we introduce you to Rental Managers in the area who will effectively rent out and manage your property for you
Prep the rental manager to be ready to advertise when the property settles, saving time means quick tenancy and cash flow into your pocket
