Self Managed Super Fund (SMSF) Loans| Mortgage Broker Gymea Bay, Miranda & Caringbah

Self Managed Super Funds (SMSFs) are becoming an increasingly popular way for people to take control of their retirement savings. There are lots of boxes to tick and the regulations change regularly, which is why most people choose to have an expert team to support them. As your local Mortgage Broker in Gymea Bay & Miranda, I'll help you plan out your SMSF investment loan to achieve your retirement goals.

Why is SMSF investment so popular?

Most people in Australia have a super fund, but very few understand how their superannuation funds are being invested. That's where Self Managed Super Funds come in. They offer flexibility and generous tax benefits while giving trustees full control over how the funds are invested. Here are few reasons people love SMSF lending:

• You have full control over how the funds are invested.
• There are considerable tax benefits like CGT exemptions, income tax exemptions, tax offsets for contributions and more.
• Borrowing to buy an investment property through your SMSF doesn't impact your own personal borrowing capacity - they are seen as separate transactions.
• You can join forces with a partner or even a family member, which gives the group more capital to invest.
• However, there are running costs and plenty of regulations to contend with, which is why it's best to have experts by your side to help.

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How can a Mortgage Broker help with SMSF investment?

As long as it aligns with the fund's investment strategy and risk profile, members can use funds from their SMSF to buy an investment property. But, investing in property through your SMSF can be complex.

As your local Mortgage Broker in Gymea Bay, I support my clients with their SMSF investment lending by doing all the research, negotiation and legwork on their behalf. Mortgage Choice has quite a few lenders on our panel who offer competitive loan options for SMSF lending so there's plenty to choose from.

Let me take the stress out of the journey, by researching your options, putting together a tailored SMSF investment plan and working closely with the rest of your support team of advisers.

 

 

Chat through SMSF investment with me

As your local Mortgage Broker in Gymea Bay, I can answer any preliminary questions you might have about investing in property through your SMSF. I offer transparent, no obligation support no matter where you are in your journey.

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Simple, strategic SMSF investment advice

I'm not here to give you a sales pitch. I'm here to partner with you to achieve your short, medium and long-term goals. The first step is to get in touch! As a mobile Mortgage Choice Broker, I work flexible hours to fit in with a time and place that suits you. We can chat by phone, video or in person across Gymea Bay, Miranda, Caringbah and wider Sydney.

Call Tom Wright on 0437 654 750 or click below to request a call back.

Call: 0437 654 750  Request a call