NEW & OLD SMSF PROPERTY INVESTMENT SPECIALIST
Build long-term wealth through property using your Superannuation. Structured legally. Guided professionally.
Book Free SMSF Strategy AppointmentWhen you form your SMSF with us and purchase from our selected development partners, you may receive:
🎁 Trade Partner cash voucher Benefits valued up to $5,000*
(*Subject to eligibility, terms and conditions apply.)
HOW IT WORKS
SMSF Must Be Established With Us, And You Need To Help Us To Request For The Rollover From Your Existing Trustee.
Property Must Be Selected From Our Approved Developers Panel
Finance Arranged Via Our In-House Mortgage Partners (No Brokerage Fees To You)
Conveyancing Completed Through Our Partner Legal Team (Reasonable Market Price).
Tax Compliance And Audit Managed By Our Internal Tax And Audit Division For Minimum First Year (Reasonable Market Price)
Yes, under Australian superannuation laws, a Self-Managed Super Fund (SMSF) can invest in property, provided it meets compliance and regulatory requirements. The property must generally be purchased for investment purposes and structured correctly. We guide you through the legal and compliance framework before any decision is made.
Forming a Self-Managed Super Fund (SMSF) in Australia is a major financial decision that grants control over retirement savings but carries significant legal responsibilities. Generally, an SMSF becomes cost-effective with a balance of around $200,000 - $250,000 or more.
No. Residential property purchased under an SMSF must be held strictly as an investment. You, your family members, or related parties generally cannot live in or rent the property. The investment must comply with the sole purpose test under superannuation regulations.
The Trade Partner Cash Voucher (up to $5,000 in value) may include incentives provided by selected development partners when you establish your SMSF through our advisory team and purchase from our approved property panel. Benefits vary by project and are subject to terms and conditions. Full details are provided during your strategy session.
SMSF property investments require strict coordination between finance, legal, tax, and compliance professionals. By working with our integrated team, we ensure the structure aligns with lending requirements, superannuation laws, and tax compliance standards. This helps minimise risk and maintain regulatory compliance.
"We had been contributing to our super for years but never realised it could be structured to invest in property. The team explained everything clearly — from SMSF setup to compliance and finance. The process felt organised and professional. We now have an investment property inside our super and a long-term plan in place."
"I was initially worried about the complexity of SMSF property rules. But having the tax, lending, and legal guidance all coordinated in one place made a huge difference. Every step was explained before moving forward. It gave me confidence that everything was structured correctly."
"We wanted our super to work harder for us. After reviewing our balance and eligibility, we moved ahead with an SMSF property investment. The strategy session helped us understand risks, benefits, and compliance requirements. It feels good knowing we have a structured long-term asset inside our super."
(03) 9687 9103
(03) 9689 7988
William Wong
310 Middleborough Road
Blackburn, VIC 3130, Australia
