What is an SMSF and how can you successfully use them?
Listen to Wealth Coffee Chats Podcast Now
Self-Managed Super Funds (SMSFs) are powerful tools in your property investing journey—but they don’t work without the right team. In today’s episode of Wealth Coffee Chats, we dive into the crucial professionals you need to set up an SMSF and unlock borrowing potential. Discover how the wealthy use a “family office” approach to align accountants, brokers, financial planners, and solicitors toward one goal: financial freedom. Plus, learn how to protect and preserve your wealth long after you’ve acquired it. Let’s Wealth Coffee Chat!
🎥Chapters:
00:00 – Intro
01:54 – Real estate: your biggest asset or liability?
02:51 – How many experts does it take to set up an SMSF?
04:13 – The 4 essential professionals in SMSF lending
05:09 – The family office strategy: how the wealthy align their experts
07:17 – Real case study: client collaboration at Positive’s Exit Plan event
08:50 – Why lending and wealth building are not solo sports
10:24 – Tax strategy vs lending strategy: when to shift gears
10:58 – Protecting your wealth: insurance and structure essentials
11:37 – Key takeaways and closing thoughts
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