Asset diversification through the use of a Self Managed Super Fund
Over Donna & Ian’s working life, they built up significant balances in their superannuation funds and were looking into generating enough surplus cash to service a loan on an investment property.
Purchase of an investment property through a SMSF
Referrals totrusted industry professionals
Easy pre-approval process through to a smooth settlement
Our Proposal
Intuitive Finance suggested that there might be an opportunity to utilise superannuation to purchase an investment property. We then referred Donna and Ian to a Financial Planning firm to confirm their strategy, establish an SMSF with the associated deeds, and management of the existing fund rollovers into the new entity. Intuitive Finance established pre-approval with a lender with the new SMSF in place. We referred Donna and Ian to a specialist Buyers Agent to source a range of suitable properties for consideration and purchase. Upon acceptance of the property offer, Intuitive Finance assisted with finalising the loan application, ensuring the trust requirements were met, and the loan settlement was managed.
The Outcome
Donna and Ian now have their first self-managed super fund asset, creating an annual income and capital growth. While SMSFs can feel complex and confusing, Intuitive Finance was able to provide guidance and referrals to specialists that met the client’s goals.
with clients all over Australia and around the world. Andrew has over 30 year’s experience in the finance industry and has assisted clients to secure over $2 Billion in mortgage lending over his time. Intuitive Finance deals with all aspects of lending from helping first homebuyers, someone wanting to upgrade their home or starting out and experienced investors looking to secure that next investment property, we can assist with all those requirements. We also specialise in working with self-employed clients and getting them the best outcomes, along with Commercial and Asset finance solutions. Intuitive Finance is highly regarded in the industry and has been recognised as a national winner of the MFAA customer service award and also one of the finance industry’s top mortgage employers. Our brokers also feature regularly in the Top 100 mortgage brokers list in Australia.
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