2015 March Client Newsletter

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Issue 12 | 16 March 2015

Welcome to ESUPERFUND’s March Newsletter.

In this issue we take a look at borrowing to buy property with your Fund, highlight some more ATO educational videos and provide details of the Free SMSF webinars run by the ATO.

Mark Needham

Client Services Manager


Borrowing to Buy Property in your SMSF

Clients of ESUPERFUND are permitted to invest in Australian Residential Property where the SMSF borrows to fund the Property Purchase.

When acquiring Residential Property using a Loan, the Residential Property being acquired must be purchased using a Security Custodian Trust. This Structure is also commonly referred to an Instalment Warrant Trust or Bare Trust.

The first step if you are interested in borrowing to buy property in your SMSF is to determine whether you are likely to qualify for a Loan. You will need to apply for Loan Pre Approval by requesting a prepopulated Application form from ESUPERFUND. The request for a Pre Approval Application must be done using the ESUPERFUND Loan Pre Approval Application here.

Further information on borrowing to buy property in your SMSF can be found on our website.

What's New?

New SMSF Videos Released by the ATO

Borrowing and limited recourse borrowing arrangements

Can your SMSF borrow to buy an asset? Watch these case studies to learn more.

Business Real Property

What is business real property and can your SMSF invest in it?


Do You Know?

Free SMSF Webinars for Trustees run by the ATO

The ATO regularly runs webinars to keep Trustees up to date with the SMSF world. The following hot topics are available on the ATO Website. You can participant in the webinar sessions either from your computer or your mobile device (smart phone or tablet). If you can't attend a live webinar, you can download a recording or access the transcript from the website. Visit the ATO website here.



Thank you very much for your comprehensive reply to my detailed e-mail and for your immediate response. You really do look after your clients very well and the quality of service you provide is excellent at any price. I would have no hesitation whatsoever in recommending ESUPERFUND to any of my colleagues.

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