Preliminary SMSF Property Purchase Capacity Assessment
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This calculator can help you determine your capacity to acquire property through superannuation using a Limited Recourse Borrowing Arrangement (LRBA). We will use this information to prepare a guide about your capacity to invest in property through superannuation that we will email to you. This information is general in nature and provides indicative figures only based on your information. It does not constitute an offer or advice regarding any financial products or credit products and should not be relied upon.
Disclaimer: This information is provided by 4orward Financial Planning Pty Ltd (‘4orward FP’, ‘we’, ‘us’) ABN 48 009 189 495. A copy of the 4orward Financial Planning Pty Ltd Financial Services Guide can be found at http://4orward.com/super/fsg.pdf. This information should be treated as a guide only, and should not be relied on as an indication of your capacity to purchase a property using an SMSF, or a quote, offer or indication of pre-qualification for any specific financial product or loan. The information is predictive in character and should not be considered financial or credit advice or a comprehensive statement on any matter or relied upon as such. The information does not take into account your objectives, financial situation or needs and may be affected by inaccurate assumptions or by known or unknown risks or uncertainties . You should obtain financial advice before acting on this information. 4orward Financial Planning makes no representation that you should establish an SMSF or acquire property through an SMSF. The amount described above as the ‘SMSF Loan’ is an estimate of the loan amount that may be required to purchase a property within an SMSF and may differ materially from the results ultimately achieved. This guide is in no way intended to constitute credit advice or eligibility for an SMSF Loan or a recommendation that you should establish an SMSF or acquire property through an SMSF – you will need to consult with a licenced credit adviser to determine your ability to obtain an SMSF Loan. You agree to indemnify and hold harmless 4orward Financial Planning for any claims you may incur by relying on this information or otherwise breaching these conditions.
We may collect and hold personal information, that is, information about you (including sensitive information) such as your name, contact details and financial information. We will use such information only for the purpose of providing the guide referred to above, and as the basis for any subsequent discussions with you. We may disclose your personal information to Securitor Financial Group Limited, which authorises 4orward FP to provide financial services, and to government bodies and statutory authorities. We do not disclose your personal information to overseas bodies We may use personal information we hold to provide you with details of promotional offers and special events, although you will always be given the opportunity to opt-out of receiving such material.
4orward Financial Planning Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd ABN 48 009 189 495 | Australian Financial Services Licensee 240687 | Level 7, 530 Collins Street, Melbourne VIC 3000