SMSF Investment

Case Study Analysis

For investors seeking a reliable SMSF property experts, this case shows how to secure a strong investment property in SMSF.

Challenges

Numbers

Objectives

We had a gentleman reach out to us on social media asking our opinion on a rental yield opportunity in a particular suburb. Once advising, we found out that this person had a poor experience with another Buyer’s agent and paid over $80,000 to enter in to a home and land package that was not as discussed. They were looking to invest with their SMSF with a budget of $550,000 however were scared to invest given the prior experience.

Our Engagement Method in SMSF Property

As experienced SMSF property experts, we reviewed all contract details to safeguard their SMSF investment property interests. After an initial discussion with the client, we leveraged one of our conveyancer partners to review the contract initially entered in- to. They found an exit ability based on the sunset clause provision and the client was ecstatic with the result.

The gentleman soon called us back to request our assistance to find him a new property with his SMSF money. He advised that once the dust settled down on the exit of his other contract, they would try again with their personal investment requirements. He had no preference on location and just wanted to accelerate his investment to make up for lost time with his other investment.

Result #1

Enabled an “out” of his existing contract and reinstated trust again in the Buyer’s agent function.

Result #2

Leveraging our strong partner networks, we found an amazing opportunity with a newly established house in a booming area in QLD @ 9.1% rental yield.

Result #3

The proposed dwelling was a home and land package. This saved them over $18,000 in stamp duty and enabled a depreciation achievement of $60,000 in the first 3yrs.

Result #4

Providing project management services to help manage the build progress and also Property Management services to ensure appropriate tenancy and management of their investment.