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SMSF Purchases

Self-managed superannuation funds can borrow to purchase property. When buying property through your self-managed superannuation fund it is important to be aware that if you are borrowing there are some very important aspects of the law.

We will ensure that you do not breach your obligations under the appropriate superannuation legislation and that your transaction proceeds smoothly.

Our team has acted on behalf of hundreds of clients to set up the appropriate structures to purchase and borrow through your self-managed superannuation fund and to complete the purchase of the property.

When setting up the structure it is important to ensure that the appropriate trust deeds including your self-managed superannuation fund trust deed and a bare trust deed are legally compliant. This does not just include legal compliance but also ensuring the requirements of your bank or financial institution are met. We have experience in dealing with all of the major lenders and we guarantee that our documentation will comply to all major lenders requirements.

The right advice is important and we encourage our clients to also obtain advice from their financial advisor or accountant and we will work with them.

Our team will give you peace of mind with a fixed fee quote for our services.

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