A joint presentation with Christine Williams from SMARTER Property Investing. This presentation is on WHY you should consider buying property in your Self Managed Super Fund.

1. SMSF & Property
Advantage You

2. Mark Wenzel

3. THE MOST
IMPORTANT
PERSON IS?
1. Think about your
future
2. How you are going to
fund your retirement

4. WHY MANAGE
YOUR OWN
SUPER?
Powerful
• Take responsibility for
your future
• Pool funds
• Time
• Manage cash flow
• Borrow to invest

5. Take control of your financial future

6. POOL FUNDS
• Life Partner
• Family members
• Business Partner

7. Take action NOW
› “Compound interest is the eighth wonder of the world. He
who understands it, earns it ... he who doesn't ... pays it.”
Albert Einstein
› “Compound interest is the most powerful force in the
universe”. Albert Einstein
› “The time to save for the future is now. Thanks to
compounding interest, the earlier you start putting money
away for the future, the more you will save”. Alexa Von
Tobel

8. MANAGE CASH FLOW
• The fund is managed
for your personal
situation
• The fund will work for
you, not for the masses
• You chose what is the
next best use of your
cash flow

9. Borrow to invest
› SMSF only super vehicle where you can borrow to buy
direct property
› You can borrow to buy shares & managed funds
› Most people have more confidence borrowing to buy
property
› Borrowing increases both risk & return
– RISK IS REDUCED WITH A RISK MANAGEMENT PLAN

10. Risk Management
› We are putting a long term strategy in place, you need
risk management systems to ensure the strategy is
executed
– Maintain a cash balance to cover unknown, known events
– If you strategy relies on contributions, have appropriate
insurance to protect contributions
– Protect other members in the event of death or disablement
› Ensure you have appropriate insurances to protect your
asset
› Do your research up front. You only get one chance to
buy a property that will deliver solid returns

11. Advantage you
-$500,000
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Benefit of borrowing
Industry SMSF Benefit

12. Take action NOW
› Arrange a time with Christine & I to:
– Set a financial target
– Review your current position
– Make a plan to achieve your objectives
– Unleash the power of Self Managed Super
– Call Mark 0410 627 277
– mark@eonfg.com.au
– www.eonfg.com.au