The SMSF Property Process

A clear guide to every step from your first call to settlement. We handle the coordination. You make the decisions.

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How it works

Step 1

Discovery Call

We spend 20 minutes understanding your situation. Super balance, goals, timeline, and whether SMSF property is genuinely the right fit. If it is not, we will tell you.

Step 2

Financial Advice

We connect you with an SMSF-specialist financial planner who assesses your eligibility, structures your fund correctly, and provides the licensed advice your situation requires. This step is not optional and we will not skip it.

Step 3

Fund Setup

Your SMSF is established or confirmed as investment-ready. An independent administrator handles compliance, reporting, and annual auditing from this point forward.

Step 4

Finance

We introduce you to a mortgage broker who specialises in Limited Recourse Borrowing Arrangements. They manage your loan application and liaise directly with the lender on your behalf.

Step 5

Property Sourcing

We identify and present residential properties suited to your fund, borrowing capacity, and investment criteria. We provide our assessment and recommendation. You make the final decision.

Step 6

Settlement

Legal and conveyancing work is completed. The property is purchased in the name of a bare trustee and held in trust for your SMSF. Your fund now holds a residential property asset.

How long does it take?

Most clients should allow six to twelve months from first call to settlement. The timeline depends largely on how quickly finance is approved and a suitable property is identified. We will give you a realistic estimate once we understand your situation.

What does it cost?

There is no charge for your initial discovery call. Our property sourcing fee is discussed and agreed during the strategy session before any commitment is made. We do not charge referral fees from the professionals we connect you with.