All your SMSF services under one roof …
for your convenience !
Your overall one stop solution !
Undertake a Needs Analysis
Understanding who you are, what your retirement goals are, the type of investment vehicle you are wanting to invest in.
If it is a property what do you want it to do for you, where will this property be located, what is your investment budget, when do you want ownership, the type of property, etc ?
Introduction to SMSF Financial Planner
All SMSF’s require a formulated financial plan the SMSF will be guided by including rules, investment risk profile and products your SMSF can invest in.
If you have your own financial planner that is OK, we will liaise with them through you to ensure that what you have in place meets regulation and that your SMSF.
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.
If there are borrowings you will also need a bare trust set up to ensure your SMSF is compliant. You can only secure your Investment once your SMSF is registered.
SMSF Mortgage Broker
We have access to Mortgage Brokers we will introduce you to whose specialty is SMSF & borrowings in Super. Banks are becoming increasingly difficult to deal with especially with regards to SMSF & Property.
It is Imperative to get the loan structure correctly setup to ensure compliance & that the property settles in a timely manner to suit the vendor & your SMSF.
The Property
Helping you source a ‘best fit’ property to match your goals and requirements Improving your chances of reaching your financial planning goals more effectively.
If it is a property what do you want it to do for you, where will this property be located, what is your investment budget, when do you want ownership, the type of property, etc ?
The Property
properT network undertake market research on a daily basis 24 x 7 across Australia.
Searching out a selection prime investment opportunities for our clients to suit your SMSF investment strategy and requirements.
If you have your own financial planner that is OK, we will liaise with them through you to ensure that what you have in place meets regulation and that your SMSF.
The Property
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 years of experience, market research and our own due diligence.
If there are borrowings you will also need a bare trust set up to ensure your SMSF is compliant. You can only secure your Investment once your SMSF is registered.
The Property
We invite you to undertake your own investigation and due diligence to ensure your research ties in with ours; after which come to your own informed decision moving forwards with confidence.
We guarantee our dedicated and personal support now and into the future.
On selecting a particular property from one of our recommendations you would need to present the Contract to a Solicitor for review of contracts and also attend settlement on your behalf
During settlement, we introduce you to Rental Managers in the area who will effectively rent out and manage your property for you. Set and forget and plan for your next …