SMSF Property Investment

Want to set up a Self Managed Super Fund? Looking for safe & secure SMSF investments? 268 has the answer.

Build Wealth Through
SMSF Property Investment

SMSF property investing is a powerful way to diversify your portfolio, achieve consistent returns, and unlock long-term financial security. At 268 Fund, we specialise in helping investors navigate the complexities of SMSF property capital and maximise the potential of their self-managed super funds. With expert management and a commitment to transparency, we empower you to grow your wealth with confidence.

Do you have
a self-managed super fund?

All investment choices offered by 268 Fund share a unified objective: to deliver secure passive income, strategically crafted to assist you in realising your financial objectives.

Whether you’re contemplating investing in our mortgage trust or equity investments, our primary aim is to help achieve your financial goals.

Benefits of
SMSF Property Investment

Portfolio Diversification

Property investments are an excellent way to diversify your SMSF portfolio, reducing reliance on volatile asset classes like equities. By investing in tangible assets, you gain stability and security while growing your retirement savings.

Tax Benefits

SMSF property investments come with attractive tax advantages, including concessional tax rates of 15% on rental income and potential capital gains tax reductions. These benefits can significantly enhance the long-term performance of your SMSF.

DIRECT INVESTMENTS:

Real estate mortgage backed investments are a secure investment. Providing an additional safety net of a mortgage, when compared to other types of investments.

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EQUITY INVESTMENTS:

Equity investments share in the development profits: investor capital is secured against real estate, in the form of a property development project.

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  • You are in control.
  • Your choose your investment.
  • We manage the investment on your behalf

We have provided investors
with consistant targeted returns since inception*

Take Control of Your SMSF Property Investments with 268 Fund

Ready to grow your retirement savings through secure and transparent SMSF property investing? At 268 Fund, we provide investors with expertly managed property-backed opportunities designed to deliver consistent returns and financial growth.

Explore Our Funds to discover the range of investment opportunities available. Learn more about how to Invest with Us and gain insight into the Current Investments driving our proven success.

Curious about your potential returns? Use our Investment Calculator to evaluate your options and see how 268 Fund can help achieve your financial goals.

For personalised advice or more information, reach out via our Contact Us page. Let 268 Fund guide you toward a stronger financial future, one secure investment at a time.

What is a Self Managed Super Fund?
A self managed super fund is retirement savings fund that offers individuals control over their investments. With an SMSF, individuals have the flexibility to choose and manage investment options to grow their retirement savings.

Unlike types of funds an SMSF stands out because its members act as trustees. This means that these members oversee the operations of the SMSF and are responsible, for complying with both superannuation and taxation regulations.
Acknowledging Responsibilities:
Trustees or corporate trustee directors of the SMSF are required to sign a declaration acknowledging their responsibilities. These duties include prioritising member interests, separating assets appropriately, formulating investment strategies, managing reserves effectively and ensuring access, to necessary information.

Make sure to register for an TFN & ABN and within 60 days of establishing your SMSF, it’s crucial to formally notify the ATO of your intentions through an election. This election serves as confirmation that your SMSF is in compliance with superannuation laws, enabling you to enjoy a tax rate of 15%. If you fail to submit the election you will be considered non-compliant and subject, to regular income tax rates.
How do you establish an SMSF?
Setting up a Trust; To create an SMSF and register it with the Australian Taxation Office you need to establish a trust. The trust should include trustees, assets, identifiable beneficiaries and the clear intention to form a trust.

Trust Deed; The trust deed lays out the rules for your SMSF and should be carefully drafted to ensure control and flexibility. It’s advisable to seek assistance from an accountant in this process. Once completed trustees must follow state rules when implementing it. The trust deed governs regulations, objectives and member accounts.
Set Up A Cash Account:
When establishing a self-managed super fund, a trustee should create a bank account in the fund’s name to manage contributions, earnings, and payments efficiently. This account is designed to handle various expenses, including supervisory levies, accounting fees, taxes, and member benefits. This account is meant to be kept separate from the fund members’ individual accounts and their employers’ accounts.

For more detailed information about SMSFs, we advise consulting with your Accountant.

FAQs about SMSF Property Investing

How does 268 Fund assist investors with SMSF property capital strategies?

268 Fund offers a diverse range of investment opportunities to align with each investor’s unique financial goals. By carefully curating secure, property-backed options, we provide flexibility and choice while ensuring expert management throughout the investment process. We work closely with investors to align these opportunities with their financial goals, providing expert management and minimising risk while delivering consistent returns.

268 Fund provides comprehensive support for SMSF property investing in Melbourne. From showcasing how investors select the right property investment opportunities to managing the investment process, our team ensures every step is seamless and compliant. Speak to an accountant for advice on SMSF regulations and clear communication about performance and returns, enabling Melbourne-based investors to invest with confidence.
The key features of 268 Fund’s SMSF property investment offerings include providing investors with secure, property-backed investments designed to deliver consistent returns. These investments are carefully vetted and managed by experts with decades of experience in property development and funds management. Investors retain control over their choices while benefiting from a transparent and flexible process that focuses on achieving long-term financial goals.

Investing in property through an SMSF offers several advantages. It allows trustees to diversify their retirement portfolios by adding secure real estate assets, reducing reliance on more volatile investments like equities. Additionally, the tax advantages of SMSFs, including reduced tax rates on capital gains, enhance the overall growth potential of retirement savings. SMSF property investments also provide opportunities for stable income, making them an attractive option for financial security.

SMSF property investing helps grow retirement savings with consistent monthly returns and tax benefits associated with SMSFs further enhance the net returns. With 268 Fund managing the investment process, investors can focus on building their wealth confidently and effectively.

268 Fund offers an investment calculator designed to help investors evaluate the potential returns and profitability of 268 SMSF property investments. This tool provides detailed insights into projected income, enabling investors to make informed decisions about their retirement strategies. The calculator is an essential resource for assessing how property investments can align with specific SMSF objectives.

When investing into a managed fund investment through an SMSF, trustees must adhere to superannuation regulations, including ensuring that assets are kept separate from personal funds and fulfilling their responsibilities under the trust deed. SMSFs must also register for an ABN and TFN, notify the ATO within required timeframes, and ensure investments meet the sole purpose test.

Call to discuss investing into 268 Fund

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presentations at our offices.

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