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  • Profile photo of jer29ejer29e
    Participant
    @jer29e
    Join Date: 2012
    Post Count: 14
    April 13, 2015 - 11:14 am

    Thansks for your advice, Jamie.
    sorry, but could you please help clarify -was the discount you organised 1.25% with NAB as the variable rate is 5.63%?

    Thanks

    Profile photo of jer29ejer29e
    Participant
    @jer29e
    Join Date: 2012
    Post Count: 14
    October 9, 2013 - 1:16 am

    Thanks for your advice, Terry. So it is possible to do this. however the several financial institutions that I phoned all say that it is not possible to have the loans in our individual names and the property in the name of the trustee. do you know of any financial institutions that offer loans for this situations?

    thanks

    Profile photo of jer29ejer29e
    Participant
    @jer29e
    Join Date: 2012
    Post Count: 14
    October 9, 2012 - 1:50 am

    hi Kat13

    an accountant can help you with setting it up.with super it is so impt to do it correctly else it can be non complying. the 2 accountants that i know set up smsf are:

    Benny Berkowitz from KNP Solutions

    Angelo from Chan & Naylor

    hope that helps. Good luck  with your investing.

    Profile photo of jer29ejer29e
    Participant
    @jer29e
    Join Date: 2012
    Post Count: 14
    September 21, 2012 - 4:25 am

    Thanks so much for your advice. Much appreciated.

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