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Are you looking to purchase a property through your self managed super fund?

Are you looking to purchase a property through your self managed super fund?


House Icon in gold - 3d madeWith all the recent changes to investment lending, and the hype and speculation surrounding property buying rules and taxation implications, you may be wondering whether you should purchase an investment property through your self managed super fund.

It is essential that you obtain advice from your accountant and/or financial planner regarding the suitability of this strategy for you. It is also a very good idea to have an upfront assessment of your situation from a qualified finance broker, who can guide you as to your proposed borrowing capacity, before you spend your hard earned money setting up the required trusts and structures needed for a self managed super fund property transaction.

We will help match you with a suitable lender upfront, prior to submitting any applications, so that you have a good picture of where you stand, based on your deposit amount held (superannuation balance) and based on your contributions over the past two years.

Some clients find that they need to do a little pre planning ahead, in regards to making additional contributions to their super fund over a period of time, to ensure that they will qualify for their desired property purchase.

If you would like to get an idea of your borrowing capacity based on your self managed super fund, contact us at Bee Finance Savvy on 1300 140 554 or enquiries@beefinancesavvy.com.au

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