SMSFs aren’t for everyone and you should think carefully before deciding to set one up. It’s a major financial decision and you need to have the time and skills to do it. There may be other, better options for your super savings. Either way you should certainly get professional advice.We have Strategic Partners in place who can assist with all aspects of the SMSF transaction:
- Accountant who is fully conversant with SMSF.
- Financial Advisor who is qualified and can provide logical and sound SMSF investment advice
- Qualified Mortgage Broker (or lending project manager) who can source appropriate lending products to help fund any property or investment purchases. Someone needs to take control of a SMSF Limited Recourse Borrowing Arrangement transaction and Lending Specialists is qualified to manage this process.
Contact us on 03 8805 1800
Your Accredited SMSF Lending Advisor