Items of Interest

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SUPER LEVERAGED PROPERTY INVESTMENT

Changes to superannuation legislation now allow self managed superannuation funds to borrow to invest, providing certain conditions are met.

The benefits include:

  • Provide tax break against your business income (via yearly deductible contributions up to $25k per year and $50K per year if over aged 50)
  • Low tax rate – 15% on income and potential to achieve 10% on capital gains subject to CGT discount
  • Tax free after age 60
  • Build your wealth using leveraged funds not previously available
  • Borrow up to 80% on residential property and 65% on commercial property

We have worked closely with many of our clients using this strategy enabling our clients to purchase an investment property with funding lines from the major Banks.  Our firm has the necessary experience in preparing the relevant documents, including the “Bare Trust” integral to the Banks provision of finance.

The professionals at Bryant & Bryant can talk to you about the opportunities the Self Managed Superannuation Funding presents and can also suggest and source the most appropriate finance solution.

For more information please Contact either Darren Price or Graeme Wolf on (03) 9600 1000