Our Services

Our Services

Strategy Before Property

Property investment advisory and buyers advocacy for SMSF investors — from working out your strategy through to settlement, with the right professionals coordinated along the way.

The question should never simply be “what property can my SMSF buy?” The better question is “what property, if any, best supports the retirement strategy I’m trying to build?” Our role is to help you make better-informed property decisions by starting with your objectives, not a property that happens to be available.

What We Help With

1

Understand your objectives

Your goals, retirement timeframe, available capital and what you actually want the investment to achieve.

2

Assess the strategy

Whether property fits at all, and what role it should play — growth, income, or a combination.

3

Identify the right property

Source and assess opportunities against location, quality, rental demand and portfolio fit.

4

Model the numbers

Purchase costs, cash flow, depreciation and growth assumptions — not just the headline yield.

We’ve covered the detail behind each of these on dedicated pages — SMSF strategy, property types, and comparing the numbers — this page focuses on what our service actually includes.

Your Professional Team, Coordinated

An SMSF property purchase involves several different professional roles. We don’t replace any of them — we help coordinate them so nothing falls through the gap between your accountant, your broker and your solicitor.

Financial Adviser

Every SMSF needs a formulated investment strategy to remain compliant. If you already have a financial adviser, we liaise with them directly. If not, we can introduce you to one who works with SMSF property.

SMSF Accountant

If your SMSF isn’t set up yet, we can introduce you to an accountant who’ll structure it correctly — including the bare trust required where borrowing is involved — and keep your fund’s annual audit on track.

SMSF-Proficient Mortgage Broker

Where your fund is borrowing, SMSF lending is a specialist field. We work with brokers whose focus is SMSF finance, who understand the settlement timeframes property purchases run on.

Solicitor

Every contract should be reviewed by a professional before signing. We introduce you to a solicitor who reviews the contract, advises on what you’re committing your SMSF to, and can attend settlement on your behalf.

Final Inspections

For new builds, we connect you with an independent inspection service — one pre-handover to flag issues, and a second to confirm they’ve been fixed before your tenant moves in.

Rental Manager

We introduce you to rental managers ahead of settlement so the property is ready to advertise the moment it settles — the faster it’s tenanted, the sooner cash flow starts. It’s still worth interviewing them yourself; it’s your asset.

Property Selection Is Our Focus

A very small percentage of properties are genuinely investment-grade, and fewer still are well suited to an SMSF. We research the market continuously across Australia, and use what we learn in your needs analysis to put a shortlist of “best fit” properties in front of you — backed by our own due diligence, not just what happens to be listed.

We’d still encourage you to do your own independent research alongside ours. Getting the investment right from the outset matters more than getting there quickly.

Strategy before property. Purpose before product. Retirement before everything else.

Read more about how we approach this on our Self-Managed Super Fund page, or see our step-by-step approach on Our Process.

General information only. SMSF, superannuation, taxation, finance and property laws are complex and depend on individual circumstances. This page is not personal financial, tax or legal advice. properT network does not replace the role of your licensed financial adviser, SMSF specialist, accountant, auditor or solicitor. Obtain appropriate professional advice before establishing or changing an SMSF, borrowing through an SMSF or acquiring property.