Self Managed Super Fund

A Self Managed Superfunds (SMSF) is a superannuation fund run by its member/s and is not externally managed. There are strict legislative and compliance requirements to consider when starting up own SMSF so we strongly recommend you seek professional advice from your accountant or financial planner (or both) before deciding to go down this path.

Clients with a SMSF can borrow money to invest in property and there are stringent regulations attached to SMSF lending.

Over the last decade, there has been a significant increase in the number of SMSF’s as investors look for more control and flexibility with their retirement portfolio.

Self Managed Super Fund

Ready To Get Started?

Self Managed Superfunds (SMSF)

There are many advantages to holding property within your SMSF. Not only are there significant tax savings from investment earnings, additionally you are able to leverage your investment through borrowing to invest.  Adding a property holding to your SMSF will provide investment diversification to your portfolio.

At Shape Finance we will take the time to educate you on the advantages of holding property within your SMSF and show you how it can be part of your overall investment strategy.