If you are considering using super to buy property there is value in seeking financial advice from a professional early on, even if it’s a brief phone conversation.

Nexus Private Wealth Management is a team of professionals consisting of Accounting, Financial Planning, Mortgage Broking, Estate Agents, and Solicitors working together for optimal SMSF performance…

Enquire Today

Correct structuring and good investment selection when buying property in super can ensure a positive cashflow to the SMSF without members needing to make additional contributions. Is buying property in super right for you? Call 1300 473 347

Have Our Team Call You

SMSF Services

SMSF Services

 

We work with you to establish the fund and trustee structures and apply for the ABN and TFN. We also manage the ongoing compliance requirements to assist you in meeting your trustee obligations, organise annual audits, and perform tax returns.

Financial Planning

Financial Planning

 

Each investment strategy is different, whether it involves property investment, equities, bonds, private equity, or other asset classes. We explore the available options for achieving your retirement goals, calculate cash-flows, provide recommendations, and advise of appropriateness. We can also establish cash accounts and investment platforms, execute rollovers, close old funds, and help you meet your trustee insurance obligations.

Property Investing

Property Investing

 

A lifetime of hard work and diligent saving doesn’t guarantee a comfortable retirement. Assessing and reviewing your ‘must-have’ and aspirational goals today can help you plan for future capital requirements and strive for your more ambitious financial targets.

Lending Services

Lending Services

 

Before implementing a geared investment strategy, we will ensure your trust deed allows for borrowing and assess whether the investment complies with your funds investment strategy, the superannuation legislation, and the borrowing rules. We can then recommended the most appropriate loan from a range of SMSF lending providers.

Have a question about your Superannuation and how an SMSF can be put to work for you?
Call 1300 473 347 or have our team call you.

Check out our starter guide today.

Get Started

One call can help you decide if buying a property in SMSF is right for your financial situation…

Common questions we answer on the first call:
  • What are the associated costs and minimum superannuation balances required for buying property in SMSF?

  • What are the benefits and risks associated with buying an investment property with Super?

  • How can you reduce the tax payable on investment income earned in superannuation?

  • What are the financial strategies available in SMSF for improving cash flow and performance?

  • What are the impacts of lending arrangements, trustee structures, property types, tax implications, and overall cash-flow positions on each other and an SMSF’s performance?

  • Based on my superannuation balance and retirement plans, is investing in property an affordable and appropriate option for me?

 

Have a question about your Superannuation and how an SMSF can be put to work for you? 
Call 1300 473 347 or our team can call you.

Have Our Team Call You

Need more information? No problem.

A short phone call is all it takes to find out how our advice can help you improve your financial position.

  • If you’ve been discussing your goals and finances, and someone you know is curious, let us know!

    Call us on: 1300 473 347 or share their details below…

  • Your Details

  • Existing Client?

  • Referral Details

  • This field is for validation purposes and should be left unchanged.
  • Free Tax Efficiency Review

    Yes, I want to assess the tax efficiency of my personal finances…

  • This field is for validation purposes and should be left unchanged.
  • Yes, I want to know more about buying property using my super!

  • This field is for validation purposes and should be left unchanged.