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Property: House
Attributes: 2 bed 1 bath 1 car
Purpose: SMSF Investment
Acquired Via: Off-Market purchase  
Time to Acquisition: 4 weeks from service engagement

Buying a property within a SMSF is not as easy as one assumes. There are lender requirements to be met, rental yield parameters to ensure taxation benefits are accessed, and admin that is specific to Trust purchases.

Our goal at K&M was to acquire the best asset class for our client’s capital growth needs, whilst also ensuring a high enough rental yield to run neutrally geared. This task may sound simple but piecing together all the pieces of the puzzle and finding this purchase in a home – and not a unit or townhouse – is like finding a needle in a haystack. 

We found that unicorn property off-market and purchased under market value. Winning for our client!

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