Asking the right SMSF finance questions
Illustrative example — not a real client result
Coordinating specialist advice before exploring an SMSF property loan.
The challenge
SMSF trustees are considering a property purchase and need to understand the finance questions alongside their legal and financial advice.
The approach
- Consult appropriately qualified advisers about the fund strategy, structure and compliance.
- Discuss potential lending requirements, deposit and ongoing cash flow.
- Coordinate the finance discussion with the trustees' accountant, legal adviser and licensed financial adviser.
Example outcome
In this example, the trustees have a list of finance and specialist-advice questions to resolve before progressing.
An SMSF loan enquiry is not a recommendation to establish a fund or buy a property.