Assure Wealth

Assure Wealth Financial Planning

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1300 79 80 38

Email

support@assurewealth.com.au

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What to Expect During Your Call

Here are some of the outcomes you can expect from the confidential discussion:

  • We’ll discuss the key responsibilities of setting up a SMSF, including the roles of Trustees and Directors.
  • We’ll discuss key concepts like compliance, administration, audit, tax and fees.
  • Time frames and required documentation to get setup.
  • The pros and cons of buying property inside super.
  • Commercial vs. residential property.
  • We’ll simplify the complex legal and compliance requirements and make them easy to understand.
  • We’ll answer all your questions.
  • If you’re ready to move forward, we’ll show you how to take the next steps.

In addition, via the SMSF Loan Experts we will:

  • Calculate how much you can borrow and assess your superannuation borrowing capacity.
  • Discuss your borrowing options across a variety of SMSF lenders.

By the end of this Discussion, you’ll fully understand whether SMSF Property Investment is right for you, and how to go about investing in property using your super.

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Assure Wealth Pty Ltd ABN 31 965 466 780 Corporate Authorised Representative no. 1244817, Patrick Casey Sub-Authorised Representative no. 1244748 of Walker Lane Pty Ltd ABN 70 626 199 826, an AFSL holder No 509305.

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Walker Lane Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Walker Lane Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.