Purchase through SMSF

We work with you and your SMSF specialist to understand your SMSF structure, borrowing capacity, and compliance requirements. We ensure your SMSF is properly set up for property investment and understand any restrictions or requirements that apply to your specific situation.

We develop a property investment strategy aligned with your SMSF's investment objectives, risk profile, and compliance requirements. We consider SMSF borrowing limitations, cash flow requirements, and long-term wealth building goals to create a strategy that maximises returns while maintaining compliance.

We conduct comprehensive property searches to identify investment properties that meet both your investment criteria and SMSF compliance requirements. We consider rental yield, growth potential, property type, location, and ensure properties are suitable for SMSF investment structures.

We conduct thorough due diligence that includes SMSF compliance considerations, property assessments, and investment analysis. We coordinate with your SMSF specialists to ensure the property purchase structure complies with superannuation regulations and identify any compliance risks before purchase.

We coordinate with your SMSF specialists, lenders, and conveyancers to ensure the property purchase is structured correctly. We help navigate limited recourse borrowing arrangements (LRBAs) if required, ensure proper documentation, and coordinate all parties to ensure SMSF compliance throughout the purchase process.

We negotiate on behalf of your SMSF to secure the best possible price and terms. Our property expertise helps SMSF trustees avoid overpaying and ensures the purchase terms are suitable for SMSF investment structures and compliance requirements.

We guide you through settlement and ensure all SMSF compliance requirements are met. We coordinate with all parties to ensure the property is properly transferred to your SMSF, all documentation is correct, and ongoing compliance requirements are understood.