Is SMSF borrowing right for you?

I always get worried when a client says “I am going to borrow some money in my Self Managed Super Fund (SMSF) and then buy a property”.

What I would prefer the client to say is “I have found the ideal property, who should own it and how can we best finance it”. Then we can evaluate the property’s characteristics and their long term plans, to see all the ownership and funding options available.

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Do you know what will happen to your assets when you are gone?

Do you know what will happen to your family assets when you, your spouse or a family member pass away?
More importantly, what happens if you pass away unexpectedly or at a younger age than you hope?

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