Managing SMSF Property: Strategy, Limits, Exit Options

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

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

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.

Hosted on Acast. See acast.com/privacy for more information.