Is SMSF Property Investment a Smart Move? Key Factors to Consider

Is SMSF Property Investment a Smart Move Key Factors to Consider

Thinking about investing in property through your SMSF? Here’s a quick overview of the key benefits and risks to help you make an informed choice.

Benefits

Tax Savings: Access concessional tax rates on rental income and capital gains.
Control: Take charge of your super by managing property investments directly.
Leverage: Use SMSF funds to invest in property, potentially boosting your returns.

Risks

⚠️ Compliance: Strict regulations—non-compliance could lead to hefty penalties.
⚠️ Liquidity: Property isn’t as easily liquidated as other investments.
⚠️ Market Fluctuations: Property values can shift, impacting your SMSF balance.

Weigh these factors carefully. Need expert advice? Let’s connect and discuss how SMSF property investment can fit into your financial strategy!

Benjamin Younan

co-founder & executive director

Ben’s ongoing commitment, drive, and knowledge in Mortgage Broking & Finance Services has not gone unnoticed. He’s received industry recognition and many awards including Domain Broker of the Year 2019 and Commonwealth Bank Elite Broker 2021. Ben realised from an early age there was gap in the industry when it came to educating clients on becoming debt free. With this goal in mind, he’s dedicated to helping clients build their wealth through investment and develop a genuine understanding towards their finance.

N:+61 404 619 111 M:benjamin@finselectgroup.com.au

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