Self Managed Superannuation Fund
If you’ve set-up or are considering creating a Self Managed Superannuation Fund (SMSF), by seeking expert advice you’ll set about creating a sound investment strategy and structure for the fund to succeed in the long-term. An SMSF is the only superannuation product permitted to buy property. At Evergreen Wealth Management we help people to better prepare for the future. Our team of professionals includes Finance Brokers, Investment Analysts, Buyers Agents, Financial Planners, Accountants, Conveyancers, Lawyers, Specialist Lenders and Project Managers.
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Property in Super
Using your Self Managed Superannuation Fund (SMSF) to borrow funds for an investment property, is one strategy used by Australians as a long-term wealth growth opportunity, as long as certain requirements are met. It is possible to invest in residential and commercial properties using a SMSF, and there are pros and cons to consider. The process for setting up a Self Managed Superannuation Fund and forming an investment strategy to purchase a property using this methodology can be complex, and it’s recommended to seek advice from a Financial Planner. It is here that the experts at Evergreen Wealth Management can help you confidently navigate the intricacies of property investment via a SMSF.
Superannuation Lending
Once your Self Managed Superannuation Fund (SMSF) strategy is finalised including the plan to invest in a commercial or residential property, it’s the time to compare home loan providers who best offer SMSF loans fitting all your criteria. Paramount to your strategy is the understanding that the the property purchased is only for the benefit of the SMSF as a whole, not individual trustees. Any kind of returns are invested back into the SMSF, to be used for the retirement savings of each member of the fund. To deconstruct the complexities around SMSF investing and loans, it’s important to liaise with a financial specialist such as the team at Evergreen Wealth Management, who will support you in preparing the best strategy for your goals.
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