SMSF - Kelly Data

SMSF Investment Scenario: Purchasing a Property in QLD

2025-01-28 by kelly

“Can We Invest in Real Estate Through Our SMSF?” This is a practical question many people ask when planning for retirement. Today, we’ll share a hypothetical scenario about a couple living in NSW who invested in a $750,000 property in Queensland through their SMSF (Self-Managed Super Fund). Learn how SMSF can help grow assets and … Read more

SMSF Investment Scenario: Single Buyer Purchasing a Property in NSW

2025-01-28 by kelly

Today, we’ll explore the story of a 50-year-old single investor planning financial stability by purchasing a property in New South Wales (NSW) through their SMSF (Self-Managed Super Fund). Using a high annual income and unused concessional contributions, this savvy investment strategy aims to achieve long-term tax benefits and asset growth. About the Investor: Current Situation … Read more