Intro

A bunch of listeners asked about buying property in self-managed super funds (SMSF), so Glen James and John Pidgeon dug deep!

👉🏾 how do you know if you're ready for a SMSF?

👉🏿 what's involved in setting up a SMSF?

👉🏻 why Glen set up a SMSF, details you need to consider + a SMSF example

👉 changing from a SMSF to a retail fund after retirement + why John doesn't have a SMSF

👉🏼 SMSF for investment properties, worth it?

👉🏽 other reasons you might buy property with a SMSF + trustee responsibilities

Watch this episode on YouTube: https://youtu.be/Ql4o3sMu8ZU

Watch the episode on WRAP accounts here: https://youtu.be/9xays21Tsos?si=OR8M1YRhgnEl1QHe

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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