|
Case Study
Click links below to download documents
|
Case Study 1
|
Sandra is a 45 year old partner in a firm of architects who was looking at purchasing a unit for $500,000 as an investment. After re-entering professional life only a few years ago, Sandra is particularly keen to look for sensible ways to accelerate her retirement nest egg.
|
|
Case Study 2
|
Bob is 62 years old and runs a successful hardware store from a building he bought in 1992 and has now fully paid off. Bob wants to retire and let his son James take over the business. But James can’t get a loan to buy the property because, at a value of $1M, like most people his age James doesn’t have enough deposit.
|
Case Study 3 |
Steven and Jane are in their mid 30’s and have always had a desire to provide for their future income streams through property investment. They have read everything they can on the subject and have been working for several years with a property investment group. They have already acquired four geared properties but are keen to keep investing in one per year until they reach their goals.
|
Case Study 4 |
Tim, a physiotherapist, and his wife Susan, a remedial masseuse, operate a successful practice on Sydney’s Northern Beaches. The 52 year olds are keen to put more of their assets into super to take advantage of its tax-effectiveness.
|
Disclaimer: This information is provided as a general guide only and is not advice or a recommendation to enter into any transaction and is subject to the final loan documentation. This information has been obtained from sources that we believed to be reliable and we make no representations as to, and accept no responsibility or liability for, the accuracy or completeness of the information. SMSF Loans Pty Limited does not purport to be a legal, tax, accounting, financial or regulatory advisor in any jurisdiction. We act neither as an adviser to, nor owe any fiduciary duty to, any recipient of this information. Prior to entering into any proposed transaction, the recipient should independently evaluate the risks of such a transaction and the recipient’s ability to assume such risks from their adviser. This document and its contents are proprietary information and products of SMSF Loans Pty Limited and its affiliates and may not be reproduced or otherwise disseminated in whole or in part without SMSF Loans Pty Limited written consent.
|
1300 485 243
