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Donna and Ian – SMSF

Andy and Sharon – Upgraders Steve – self-employed
Donna and ian SMSF

Donna and Ian


Donna and Ian were referred to us by a contact as they were keen to diversify their asset base and establish a property portfolio….Over their working lives, they had both built up significant balances in their superannuation funds & hence were looking to to generate enough surplus cash to service a loan on an investment property. Over their working lives however, they had both built up significant balances in their superannuation funds.

Our proposal

We suggested  that there might be an opportunity to utilise these funds to purchase an investment property. Based on this, we then referred Donna and Ian to a Financial Planning firm to confirm their strategy and establish a SMSF with the associated deeds and then to manage the existing fund rollovers into the new entity.

With the new SMSF in place,  we then established pre-approval with a lender and then again referred Donna and Ian to a Buyers Agent to source a range of suitable properties for consideration and purchase. Once the offer on a property had been accepted we then assisted with the finalisation of the loan application, ensuring that the trust requirements were met and managed the smoothe settlement of the loan.

The result

The net result of this is that Donna and Ian’s SMSF now has a property asset that is creating annual income as well as capital growth.

Andrew Mirams

Andrew Mirams

Andrew Mirams is the Managing Director of Intuitive Finance and is a highly qualified mortgage advisor who holds dual diplomas in Financial Planning (Financial Services) and Banking and Finance (Mortgage Broking). Andrew’s expertise covers all aspects of lending for a diverse range of applications – from first home buyer loans or property upgrader loans, property investor loans, expatriates and loans for self-employed. With almost 30 years of experience, Andrew has been acknowledged by the mortgage industry as one of its best performers with multiple awards including regularly featuring in both the top 100 mortgage brokers list and Top 50 Elite business writers. Andrew was voted Victoria's favourite Mortgage Broker at the 2015 Investors Choice Awards, and won again for the same category at the 2017 Better Business Awards. The team at Intuitive Finance has also figured prominently by winning the 2016 "Best Independent Office (<5 brokers)" and "Best customer Service" Awards, and more recently at the 2017 MFAA National Awards, they also took out the "Best Customer Service" Award, a recognition which speaks for itself! Visit Intuitive Finance for more information.
Andrew Mirams