OUR SOLUTION

In consultation with the clients Tax Accountant and their Superannuation Specialist, they agreed the next stage of their investment strategy is to purchase property within a self managed superannuation fund.

We were then approached to consider purchasing power under this new self-managed super fund and provide clarity on borrowing capacity within superannuation with the lenders who offer this product.

Considering the clients objectives, a facility with an offset account was selected as it best suited their requirements. Once we assisted the clients with the first investment property purchase, they quickly identify subsequent investment property purchases within 12months. Helping them work towards their investment and retirement strategy.