Self-Managed Super Funds (SMSFs)
Planning for retirement is one of the most important financial decisions you’ll make.
A Self-Managed Super Fund (SMSF) offers a powerful way to take control of your retirement savings, manage your investments, and align your decisions with your long-term goals. At eZee Mortgages, we’re here to simplify the process and guide you every step of the way.
Why Choose a Self-Managed Super Fund?
A Self-Managed Super Fund allows you to:
Take Control: You’re in charge of how your retirement savings are invested.
Increase Flexibility: Choose investments that align with your goals, including property.
Build for the Future: With careful planning, SMSFs can help create a secure and comfortable retirement.
While SMSFs offer flexibility and control, they also come with strict regulations and complexities. That’s where we come in.
How We Can Help
At eZee Mortgages, we specialise in guiding you through the SMSF lending process.
Here’s what we offer:
Expert Guidance: We provide a clear understanding of the rules and requirements around SMSFs.
Our team ensures your loan is fully compliant with regulations.
Collaboration with Professionals: We work closely with your accountant, financial advisor, or solicitor to ensure every aspect of your SMSF is expertly managed.
End-to-End Service: From your initial assessment to loan approval and property settlement, we’re with you every step of the way.
Purchasing Property Through Your SMSF
Investing in property through your SMSF can be an excellent way to grow your retirement savings, but it requires careful planning and compliance. Here’s what’s involved:
Strict Regulations: SMSF loans must meet specific requirements, such as limited recourse borrowing arrangements (LRBA).
Detailed Compliance Checks: Your arrangements need to align with the Australian Taxation Office (ATO) rules for SMSFs.
Ongoing Management: Regular reviews are essential to ensure your fund remains compliant and on track.
Our team ensures these complexities are handled efficiently so you can focus on achieving your goals.
Benefits of Using eZee Mortgage Brokers for Your SMSF
Specialised Expertise: We understand the intricacies of SMSF lending and property investment.
Tailored Solutions: Every SMSF is unique. We provide solutions designed to meet your specific needs.
Stress-Free Process: Our experienced team manages the complexities, so you don’t have to.
Secure Your Retirement with Confidence
Whether you’re just starting your SMSF journey or looking to invest in property, eZee Mortgages is here to help. With our expertise, you can take full advantage of the flexibility and benefits of an SMSF while ensuring full compliance with regulations.
Contact us today to discuss your SMSF needs and take control of your financial future.
Start planning your retirement with confidence!