An SMSF Deal: Step by Step

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An S-M-S-F Deal: Step by Step

How do you put together an SMSF deal? Follow our simple step-by-step guide.

Phase 1: Starting the trust

  • Step 1: Draw up a trust deed
  • Step 2: Nominate trustee(s)
  • Step 3: Clear the tax issues
  • Step 4: Create an investment strategy

Phase 2: Investing in Property

  • Step 6: Obtain SMSF loan pre-approval
  • Step 7: Find a property
  • Step 8: Set up a security trust
  • Step 9: Reach Settlement