Frequenty Asked Questions

SiF is made up of SMSF experts who specialises in helping clients invest in property through a Self-Managed Super Fund.  As qualified accountants, lawyers, financial advisers and mortgage brokers, we provide a complete solution, including:

• Self-Managed Super Fund Setup
• Rollover of existing super funds into your SMSF
• Arranging suitable finance for property investment
• Assisting with all other related matters as needed
• Ongoing SMSF administration, accounting, compliance and Audit.

There are many providers who can assist with your superannuation.  Here’s a short analysis as to what makes us different:

• We specialise in property investment via Self-Managed Super Funds.  Although the SMSF structures and strategies we set up for you are certainly able to accommodate investment in non-property assets (e.g. shares), our particular expertise is in property.
• We are qualified professionals in various fields. As well as setting up the SMSF structures themselves, we are there to help with all other aspects of your new or existing SMSF.

Many Australians prefer to focus on property as an investment class, and with changes to super laws allowing super funds to borrow to invest in assets such as property,  there has never been a stronger demand for high-quality support and advice in this area.   And because the structuring and finance requirements of investing within super are more complex compared to investing outside of super, there is a need for expertise in this area.  We are passionate about helping our clients take control of their super investments.

Most of our clients are very much what you would call “ordinary Australians” with a super balance of at least $175,000-$200,000 and a household income of $150,000+.  They are typically not government employees, because government super schemes tend not to allow borrowing to invest in property.

The common thread among all our clients is that they wish to take control of their super and the assets in which their super fund invests.

Many of our clients are based in and around the major cities of Australia. However, we also have many clients in country areas who are looking for a specialised SMSF property solution. We are equipped to deal with clients remotely via phone, video conference, screen sharing, Skype and email.

Our fees will depend on your current situation and the scope and complexity of the support you need.  Our service is designed to make you a lot more than we cost you. It’s generally a cost benefit analysis, we aim to provide more benefits then the cost associated.

For an estimate of fees and charges please contact us to discuss what you are looking to do.  If you do decide to engage our services, our fees can normally be paid out of your super balance (or other pre-tax income) depending on the services that you select

Although we provide an end-to-end service for property investment through super, the structures we set up are more than capable of accommodating other investment classes (e.g. shares, cash, managed funds).

Self-Managed Super Funds and property investment through super are fields in which there is a lot of consumer interest, but very little high-quality information (unless you pay extra for specific advice).

We aim to educate our market with free, high-quality information that educates people about SMSF investment, answers the most common questions, and allows consumers to make an informed decision about exploring further.

This information is provided free of cost and obligation.