McConachie Stedman | Toowoomba Accountants and Financial Planners - Lunch & Learn Replay | Turn your super into a property portfolio: Smart strategies for investors

Did you know you can invest in property using your super?

Before you start searching for that perfect property, there are a few rules you need to know. Register to receive instant access to our free lunch and learn replay to hear Senior Financial Planner Jerry Reading chat to SMSF Specialist Scott Maroske about the hot topic of buying property through an SMSF. They’ll tackle common questions on:

the basics of setting up an SMSF,

the benefits of purchasing property through an SMSF,

what borrowing options are available,

the dos and don’ts for property investments plus much more

Get the replay!

With lots of interactive polls and free handouts, if you’re curious about building your property portfolio through an SMSF, this session has plenty of insights to offer. Register to receive an instant replay of our free Lunch and Learn session today.

⭐️ FREE Handouts! ⭐️

As a bonus for attending our lunch and learn session, you’ll receive some additional resources including information about why SMSFs are so popular, the differences between investing in residential versus commercial property, and a comprehensive list of FAQs to help you on your SMSF journey.

EXTRA BONUS - Free 1-Hour Consultation

Following on from the live session, our SMSF team will be offering attendees a free 1-hour consultation (new clients only) to discuss your circumstances and if setting up an SMSF is right for you.

Speakers:

Scott Maroske
Director, McConachie Stedman

Scott Maroske oversees the largest number of Self Managed Superannuation Funds (SMSFs) in Toowoomba and the Darling Downs. Scott began as a Certified Practicing Accountant with CPA Australia back in 2003, and within 3 years his interest in SMSF’s had grown into a dedicated Self Managed Superannuation Fund division. For the past 26 years, Scott and his team have been helping individuals to take control of their financial future.

Jerry Reading
Senior Financial Planner, McConachie Stedman
Authorised Representative No. 1260780

Jerry is an experienced accredited financial planner who is dedicated to helping his clients find practical solutions to achieve their financial goals. With his extensive knowledge in financial planning, Jerry provides specialised advice in life insurance, investment portfolios, retirement planning and shares, as well as superannuation.

McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd | ABN 11 677 710 600 | AFSL 560040

Frequently Asked Questions (FAQ's):

How long will the lunch & learn session run for?

Our free lunch & learn session will run approximately for one hour, however, the run time could be extended for questions.

What are the key takeaways that I will learn in attending the lunch & learn session?

Scott and Jerry will tackle the common questions associated with buying property through an SMSF and will talk about:

the basics of setting up an SMSF,
the benefits of purchasing property through an SMSF,
what borrowing options are available,
the dos and don’ts for property investments plus much more.

Is a SMSF the right fit for me?

Just like a glove, your retirement solution must fit in with your needs and goals! If you’re not sure if a self managed superannuation fund (SMSF) is the right structure for you to save for your retirement, take our quick checklist to see if it would be a good fit for you and what your next action steps are on your path to taking control of your super and planning for your future.