Ep63: Cate Bakos - How Can Buyer's Advocates Help with Your SMSF?

Self managed superannuation funds are for those who have a substantial amount of money in their super funds and are ready to take the risks on their own. Today we talk about the role buyer's advocates can have to help you on that journey.

Cate Bakos is an independant agent, property investment advisor and owner/manager of a boutique business. Cate is also a published author, podcaster and speaks to the media often.

*We want to disclose that we are giving general advice here, however you should always seek advice from an independant financial advisor to discuss your individual needs before creating a self managed superannuation fund.

1. Tell us what is a self managed superannuation fund?

2. What advice are buyer's advocates not able to give?

3. How much money do we need to have in our superannuation fund before we are allowed to manage the fund ourselves?

4. What asset breakdown do people normally put in there SMSF?

5. How can property work in a SMSF?

6. Who do buyers need on their team when considering a self managed superannuation fund?

7. What property attributes should be avoided?

8. What are some clever uses of SMSF for self employed?

9. How is lending for SMSF different to regular residential lending?

10. When do your alarm bells go off?

11. What can a buyers advocate do to make you maximise your return on your SMSF?

12. Is it preferable for a SMSF owner to use a buyer's advocate so they get their tax/legal procedures right?

 

CONTACT:

Cate Bakos can be contacted via her website: catebakos.com.au

or call: 0422 638 362

 

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