Keen Property Investors.


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.

Rethink what your money can do.

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.


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