The SMSF Property Process
A clear guide to every step from your first call to settlement. We handle the coordination. You make the decisions.
How it works
Step 1
Discovery & Education
We explain the process so you can assess whether property inside super may be appropriate for your situation, and what options could be available.
Step 2
Connect to Professionals
You’re connected to our trusted network of independent professional services - Financial Planners, SMSF Admin & Brokers to understand your suitability and eligibility.
Step 3
Structure & Finance
If deemed suitable, your SMSF structure and lending are put in place.
Step 4
Property Selection
We present meticulously selected, investment-grade property options aligned with your strategy and retirement goals.
Step 5
Preparing for Settlement
You’re connected to essential services from within our trusted network such as Property Management, Insurance Broker & Building Inspector.
Step 6
Post Settlement Lifetime Support
Congratulations! You’ve just taken ownership of your new investment property, and our team is here in the background to support you.
How it works
Step 1
Discovery & Education
We explain the process so you can assess whether property inside super may be appropriate for your situation, and what options could be available.
Step 2
Connect to professionals
You’re connected to our trusted network of independent professional services - Financial Planners, SMSF Admin & Brokers to understand your suitability and eligibility.
Step 3
Structure & Finance
If deemed suitable, your SMSF structure and lending are put in place.
Step 4
Property Selection
We present meticulously selected, investment-grade property options aligned with your strategy and retirement goals.
Step 5
Preparing for Settlement
You’re connected to essential services from within our trusted network such as Property Management, Insurance Broker & Building Inspector.
Step 6
Post Settlement Lifetime Support
Congratulations! You’ve just taken ownership of your new investment property, and our team is here in the background to support you.