Keen Property Investors
Welcome to Smart Private Wealth • Learning Centre • Case Studies
Welcome to Smart Private Wealth • Learning Centre • Case Studies
Daniel and Monique are both in their early fifties and keen investors who have diversified investments. They have their home, one residential investment property and a share portfolio. They have an existing SMSF which has investments and cash of around $310,000. They are employed and their super contributions from their salaries goes into this fund.
They would like to buy a commercial property, but they do not have sufficient equity at the moment in their residential properties and wanted to investigate the option of purchasing the commercial property in their SMSF.
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objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider
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