How it Works

Your 6-Step SMSF Property Journey From strategy to settlement and beyond we coordinate

Discovery & Fact-Find

Goals, borrowing capacity, SMSF structure.

Strategy & Gearing Fit

Positive/neutral/negative profile agreed with your accountant.

Shortlist & Due Diligence

Goals, borrowing capacity, SMSF structure.

Finance & Compliance

SMSF lending, bare trust, legal docs (with your advisor).

Contract & Settlement

Fixed-price where applicable; milestones tracked.

Leasing & Management

Handover pack, property manager intro, annual review.

Book a Strategy Call

Prefer to involve your accountant?

We’ll liaise directly and provide compliance-ready reports.