SMSF direct investment advice

Turning your SMSF into a lucrative real estate portfolio

Wondering how SMSF property investment can fortify your retirement plan? At SFR, we’re experts at integrating property investments into your SMSF so that they align with your retirement dream. Our comprehensive approach includes thorough market research, strategic planning, skilful negotiation, and strict compliance — all aimed at maximising your SMSF’s performance. We’ll guide you through the intricacies of property investment within your self-managed super fund, ensuring it supports your broader financial goals and wellbeing.

How support with your self-managed property fund
can help to secure your retirement

Expert support

Leverage multidisciplinary expertise in property selection and price negotiation.

Customised strategy

Fine-tune your SMSF strategy to suit your specific retirement goals and risk tolerances.

Tax efficiency

Fully benefit from reduced tax rates on rental income and potential exemptions on capital gains.

Assured compliance

Ensure compliance with superannuation and tax laws to properly safeguard your SMSF.

The SFR difference

Our mission is to get you to a place where money is no longer a source of stress in your life

Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.

  • All the financial advisory services you need, under one roof
  • Total transparency, and empowerment through education
  • Securing your future without sacrificing your freedom now
  • 20+ years of experience, and fully licensed in all areas
  • A thriving global network, offering lucrative opportunities

Our process

3 steps to kickstart your journey
to financial freedom
1

Booking

To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.

2

Meeting

We’ll go through all the ways we can improve your financial situation — no obligations.

3

Freedom

Now, we begin our journey together — growing your wealth and securing your future.

Testimonials

Frequently asked questions

What types of property can I invest in with my SMSF?

Your SMSF can invest in residential, commercial, or industrial properties, provided they meet SMSF compliance requirements and do not constitute your primary residence.

Can I use my SMSF to buy property I can live in?

No, SMSF regulations prohibit the purchase of a residential property for personal use. However, you can invest in commercial properties that your business can lease.

What are the tax benefits of investing in property through my SMSF?

Investing in property through your SMSF offers tax advantages, such as a lower tax rate on rental income and potential capital gains tax exemptions after retirement age under specific conditions.

Can you help with my SMSF in general?

Yes, we can provide SMSF advisory and accounting as well, optimising your SMSF and integrating it into your broader financial strategy so you can not only achieve your retirement goals but surpass them.

Our services

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