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.
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.
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.
Donna M.
