The 7-Test SMSF Property Method\u2122 screens your fund against the ATO rules and readiness checks I run before every client purchase. Honest tiers: Go, Fix first, Caution, or Not a fit. I'll tell you when the answer is no.
8 questions4 possible verdictsThe first of three screens in The SMSF Property Filter\u2122
Ready?
Last step
Your verdict is ready. Where should I send your breakdown?
The Scorecard is a screen, not advice. It is general information only and doesn't consider your objectives, financial situation or needs. SMSF establishment, trust deed amendments and contribution decisions should be made on the advice of a licensed SMSF specialist. SMSF property carries risks including loss of capital, illiquidity and regulatory change. Shayne Mele does not hold an Australian Financial Services Licence.