Did you know Self Managed Superannuation Funds [“SMSF”] can now borrow?

A SMSF can borrow to invest in an asset. The borrowing is typically referred to as an Instalment Warrant, but for all intents and purposes it is similar to borrowing money to buy a property in your own name.

SMSF are becoming a very popular retirement investment vehicle, as people want to personally have control over their retirement investments. Borrowing money to invest in an asset within your SMSF is a key reason why more people are now establishing their own SMSF.

In many cases people taking out borrowings in their SMSF are small & medium size business owners, utilising the SMSF to acquire their business premises. This effectively works in the same way as any other commercial lease would. The SMSF owns the business premises and leases it back to the business.

There are numerous investment options available if you are wishing to borrow within your SMSF. So if you are interested in SMSF borrowings and how it might help you achieve your investment goals, or would like to hear more about PTA’s SMSF borrowing solutions, call (02) 4655 7711 or email admin@ptagroup.com.au to meet with one of our SMSF experts.

Let Pinnacle Tax & Accounting take care of your Self Managed Super Fund Borrowing needs...

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