Build Wealth with Real Estate Investment Using Your SMSF

At Rosie & Rosie, we’re dedicated to helping Australians take control of their financial future. Leveraging your Self-Managed Super Fund (SMSF) to invest in real estate is a strategic way to grow your retirement savings while building a solid property portfolio. As expert buyer’s agents in Adelaide, we guide you through every step. ensuring you secure the right property to meet your financial goals.

Investing in property with your SMSF offers several advantages, making it an excellent strategy to diversify and grow your retirement savings:

  • Tax Advantages: Rental income is taxed at just 15% during the accumulation phase, and capital gains on properties held for over 12 months are discounted. In the pension phase, taxes can drop to 0%.
  • Leverage Opportunities: Use a Limited Recourse Borrowing Arrangement (LRBA) to increase your purchasing power and acquire high-value assets.
  • Portfolio Diversification: Real estate provides a stable, tangible asset to complement shares, bonds, and other investments in your SMSF.
  • Wealth Building: Generate steady rental income and benefit from long-term capital growth to enhance your retirement savings.
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How Rosie & Rosie Can Help You Maximise Your SMSF Property Investment

Investing in property through an SMSF requires strategic planning, market expertise, and compliance knowledge. Here’s how our services make the process seamless and rewarding:

1. Strategic Property Selection

We identify properties that meet SMSF compliance requirements while offering strong rental yields and capital growth potential.

2. Local Market Expertise

As Adelaide-based buyer’s agents, we know where to find high-performing investment opportunities in the local property market.

3. Detailed Market Research

We provide comprehensive data, including rental demand, growth trends, and property condition reports, helping you make confident investment decisions.

4. SMSF Compliance Support

We collaborate with your financial planner or accountant to ensure your investment complies with SMSF regulations and takes full advantage of available tax benefits.

5. Expert Negotiation

We negotiate the best possible price and terms on your behalf, maximising the returns on your SMSF investment.

Why Choose Rosie & Rosie for SMSF Property Investment?

  • Adelaide Market Specialists:

    With extensive knowledge of the Adelaide property market, we identify areas with proven growth and demand.

  • Comprehensive Support:

    From initial strategy to final settlement, we manage the entire process, saving you time and effort.

  • Tailored Investment Strategies

     We work closely with your SMSF advisors to craft a personalised plan that aligns with your goals.

  • Client-Focused Approach

    Your success is our top priority, and we are committed to helping you build long-term wealth.

Start Building Wealth with SMSF Property Investments Today

Take control of your financial future with a smart SMSF property investment strategy. 

At Rosie & Rosie, we make the process simple and rewarding, helping you secure a valuable asset while growing your retirement savings.

Contact us today to schedule a consultation and learn how we can help you unlock the full potential of your SMSF with a tailored real estate investment approach.

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