STOP Investing in Property with Your Superannuation Until You Watch This!

Thinking about setting up a Self-Managed Super Fund (SMSF) but not sure if it's right for you?
In this video, John Hanna sits down with Simon, Head of Financial Planning at est financial, to break down everything you need to know before making the move.


00:00 – Intro: Can You Start an SMSF with $60K?
00:30 – What Is a Self-Managed Super Fund (SMSF)?
01:00 – Is an SMSF Right for Everyone?
01:35 – The Hidden Work Behind Managing Your Own Super
02:00 – Why $60K May Not Be Enough to Start
02:45 – Realistic Costs of Running an SMSF
03:30 – Diversification Risks in Small Super Funds
04:00 – Who Should Consider an SMSF? (Snapshot of Ideal Clients)
04:30 – Investing in Property Through Your SMSF
05:10 – How Gearing Works Inside Super Funds
05:50 – Key Differences: Property Inside vs Outside Super
06:30 – How Capital Gains Are Taxed in Super
07:10 – The Strategy of Scaling Up Property Inside Super
07:55 – Diversification Rules and Investment Strategy Compliance
08:35 – Proactive SMSF Management: Quarterly Reviews
09:00 – Why Financial Planning for SMSFs Is Not "Set and Forget"
09:45 – Forward Planning vs Historical Accounting
10:30 – Teamwork: How est financial Brings Specialists Together
11:00 – Critical Mistakes in SMSF Property Purchases
11:30 – Single Contract Rule for Property Purchases Inside SMSF


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Disclaimer:
All strategies and information provided are general advice only and do not take into account your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on any information


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