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.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment
objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider
how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product
Disclosure Statement before making any decision relating to a financial product.
Our Smart Private Wealth financial advisers are SMSF experts. Have a chat to see how we can help you look at your superannuation and
property investment strategy differently.
Darren and Jenny have one child and are planning for his secondary education at a Melbourne private school. Utilising education bonds, they aim to ensure they have sufficient funds to cover all tuition fees and associated costs throughout his education.
Discover 9 essential financial planning tips to help new and expecting parents manage the costs of parenthood with confidence and ease.
Our aged-care financial advice case studies showcase real scenarios where our clients saved thousands by leveraging strategies regarding the family home, negotiating RADs and optimising care facility choices.
Even amidst loss, there are ways to secure a strong financial future for your loved ones. Our advisers are here to help you create a resilient plan with tools like education bonds, ensuring your family's needs are met today and for years to come.
