The Winner's Playbook

EP 10: Should You Purchase Property Through Super?


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It’s our first episode back for 2024! Are you planning to buy an investment property this year? If so, you might be exploring all your potential options.

One avenue that’s growing in popularity is purchasing property through a self-managed super fund (SMSF). In today’s episode Steve and Josh discuss SMSFs and property, including:

[0.05] – Disclaimer.
[3.10] – When you might use an SMSF to purchase property.
[3.50] – What is the difference between an SMSF and a retail super fund?
[5.20] – Minimum guidelines and balance required to set up an SMSF.
[7.55] – Borrowing to purchase property through an SMSF.
[9.17] – An SMSF as part of your overall wealth creation strategy.
[12.30] – Rules and tax rates for an SMSF.
[15.25] – The key people you need on your team to help you set up an SMSF.
[16.38] – Indicators an SMSF may not be right for you.
[17.16] – Using an SMSF to purchase commercial property.
[17:56] – Restrictions around developing.
[18:40] – The risks of using an SMSF to purchase property.


Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh 
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call 


Josh's TikTok: https://www.tiktok.com/@joshleefinadv 

Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser 


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Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg 
  
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.

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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/


Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link


Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified


Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide


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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.

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The Winner's PlaybookBy Link Wealth Group