Seminars & Workshops

10 Common Mistakes When Buying Property With Your Super

A Self Managed Super Fund (SMSF) gives you power over your own money – but you need the knowledge to make it work properly.

Dates: March 10, March 31, April 28

Presented by: Joe Walsh, Principal JWA, and Ian Chester, Portfolio Growth Consultant, Portfolio Power

In this seminar, Joe and Ian will share:

  • Why you need to secure your financial freedom and how much you need to retire;
  • How to take control of your retirement nest egg with an SMSF;
  • Common pitfalls people make when using their super for property;
  • Considerations you need to make when researching your property purchase; and
  • “Bricks and Mortar” security for your SMSF.

Reserve your seat at our free information evening by clicking here.

Joe has helped hundreds of his clients set up personal SMSFs. The JWA and Bricks and Mortar team can manage all your SMSF requirements, including:

  • Creating your SMSF;
  • Rolling over your existing superannuation into an SMSF for tax-free living after age 55;
  • Finding the most appropriate property for your investment portfolio; and
  • Ensuring your SMSF, structure, borrowings and investment all comply with Australian Tax Office requirements.

This article is provided as general information only and does not consider your client’s specific situation, objectives or needs. It does not represent accounting advice upon which any person may act. Implementation and suitability requires a detailed analysis of a client’s specific circumstances.

© Joe Walsh and Associates Pty Ltd, Residual Property Pty Ltd, 2015. Portfolio Power is a trading name of Residual Property Pty Ltd.