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Supercharging an SMSF through property

22 AUG 2024 By Jessa Sargento 2 min read Investor Strategy

How can a self-managed super fund (SMSF) dovetail into one’s property portfolio plans? A brand-new guide is here to help.

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Following the launch of Using an SMSF to invest in property: A guide for novice and seasoned investors, SPI’s Grace Ormsby sits down with InvestorKit’s senior portfolio strategist Adrian Lee to unpack what investors need to know about the retirement vehicle – and how it can be used by savvy investors to build out a strategic property portfolio who may otherwise be struggling with cash flow and serviceability.

Flagging the biggest mistakes individuals can (and unfortunately do) make, Adrian also explains the process that goes into creating an SMSF, before sharing insights into the tax breaks and cost considerations investors must know – for beginners and experienced investors alike!

You can access the brand-new SPI guide here.

 
 

If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, Twitter and LinkedIn. If you would like to get in touch with our team, email [email protected] for more insights, or hear your voice on the show by recording a question below.

RELATED TERMS

Property
Property refers to either a tangible or intangible item that an individual or business has legal rights or ownership of, such as houses, cars, stocks or bond certificates.
SMSF
A self-managed super fund is a private super fund that provides benefits to its members upon retirement, directly managed by an individual for their benefit and in compliance with super and tax laws.
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