SMSF Special Offer
Known | Experienced | Proven

Why Self Managed Super – SMSF?

An SMSF gives you more control, choice and flexibility over how you manage you own Superannuation. Over 1 million Australians have switched from Retail or Industry Fund to Self Managed Super Fund and with another turbulent year in the markets – more and more Australians will get their super moving with a SMSF.. It’s time for you to make a wise choice,

BETTER CALL REDWOOD AND GET YOUR SUPER MOVING.

Investing in property

Key benefits of SMSFs as opposed to industry or employer sponsored funds is the ability to invest in direct real estate. You can invest in residential or commercial property in accordance with your stated investment strategy and can either purchase the property outright or borrow up to 80% of the value of the property. Due to the strong performance of the Australian property market, many Australians have chosen to use their hard earned superannuation to either invest in their first property and for existing investors, expand their property portfolio using their SMSF.

TAKE THE HEADACHES OUT OF INVESTING IN PROPERTY – BETTER CALL REDWOOD
REDWOOD – KNOWN | EXPERIENCED | PROVEN
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Borrowing in Super

If you’re thinking about investing in property, but don’t have enough funds to make an outright purchase, you may be interested to know that it’s possible to borrow money through an SMSF and receive many of the same benefits as traditional property investment. You can borrow up to 80% of the value of residential property and 70% of commercial property, however this is subject to meeting the lenders borrowing requirements. Be sure to complete a Redwood pre-approval before committing to a purchase to understand your borrowing power.

How Much Does It Cost?

SMSF Set Up
$990 – Corporate Trustee
$299 – Individual Trustee

Administration
$98 a month

Bare Trust
$1925

Redwood Offers A Fixed Fee Service That Includes

SMSF Set Up

We offer a same day set up that includes all the documents to meet the ATO Legal requirements including:

I. Trust Deed
II. Product Disclosure Statement
III. Investment Strategy
IV. ATO Declarations
V. Minutes/ Consents
VI. Company Registration package

Administration

Our fixed cost administration allows you to take control of your super and leave the administration and compliance to us including:

I. Financial Statements
II. Independent audit
III. Tax Return

Bare Trust

We will take the headaches out of the SMSF property process by walking you through and establishing the bare trust structure required to buy property within a SMSF using a SMSF Loan.

Disclaimer
This website contains information that is of a general nature only and has not taken into account your specific objectives, needs and financial situation. It is not intended to provide financial, investment, accounting, tax or legal advice, therefore you should seek advice from the respective qualified or licensed professional before making any decisions. Redwood Advisory disclaims responsibility for reliance on information contained on this site