The SMSF Turnkey Solution
Invest in Property With Your Super. Confidently.
Our “SMSF Turnkey Solution” is a complete, end-to-end service for trustees who want to unlock the power of their super fund to invest in Sydney property, without the compliance headaches.
A Powerful Strategy, A Complex Path.
Using your Self-Managed Super Fund (SMSF) to purchase an investment property is one of the most powerful wealth-building strategies available in Australia. It allows you to take control of your retirement savings and invest in a tangible, high-quality asset class.
However, the path is a compliance minefield. The ATO has incredibly strict, non-negotiable rules governing every step of the process. A single misstep can lead to severe penalties, putting your entire retirement fund at risk.
You’re likely asking:
- Is the property I’m looking at fully compliant with the ‘sole purpose test’?
- How do I secure a specialised, limited recourse loan (LRBA) that satisfies the law?
- How do I structure the ownership correctly with a bare trust?
- What happens if I get the paperwork wrong?
Navigating this alone is a significant burden, one that stops many from pursuing this powerful strategy.
The SMSF Turnkey Solution: Your Compliance Partner Unlock the power of your super, with zero stress.
Our “SMSF Turnkey Solution” was designed to solve this exact problem. We act as your dedicated, expert partner, managing the entire journey to ensure your SMSF property investment is structured correctly, financed optimally, and managed professionally from day one.
We handle the complexity so you can focus on the rewards. With over 600,000 SMSFs in Australia holding nearly $1 trillion in assets, this is a proven path to a secure retirement—and we make it simple for you.
Our 4-Step Pathway to a Compliant SMSF Property
Our integrated team manages every critical stage, providing a seamless and secure investment process.
Step 1: Strategy & Compliance Check
The foundation of a successful SMSF investment is ensuring it aligns with your long-term goals. We work directly with your financial advisor to understand your fund's investment strategy and confirm that a direct property purchase is a suitable and compliant action for your SMSF.
Step 2: Specialised SMSF Financing
Securing a loan for an SMSF is not like a typical mortgage. We are licensed finance brokers who specialise in Limited Recourse Borrowing Arrangements (LRBAs). We navigate this complex lending landscape to secure the most favourable, fully compliant finance for your fund.
Step 3: Compliant Property Acquisition
Our licensed real estate team sources high-growth properties across Sydney that meet all the strict SMSF investment rules. We handle the due diligence, negotiation, and acquisition, ensuring the property is not only a great investment but also one that satisfies the ATO's requirements.
Step 4: End-to-End Management
From setting up the bare trust to coordinating with accountants, solicitors, and property managers, we oversee the entire process. We manage all the moving parts to ensure a seamless and stress-free investment from the initial search to the day your fund starts receiving rent.
The Horvat Capital Advantage: Integration and Peace of Mind
Why choose a turnkey solution? Because a mistake in the SMSF world can be catastrophic. Coordinating a separate accountant, financial advisor, mortgage broker, and real estate agent who may not specialise in SMSF can lead to dangerous gaps in compliance.
Our integrated, in-house team of licensed professionals works as one, providing:
- A Single Point of Contact: No more juggling multiple advisors.
- Deep SMSF Expertise: We live and breathe the regulations.
- Total Peace of Mind: Knowing that every step has been managed by a specialist to be fully compliant.
Build Your Retirement on a Foundation of Bricks and Mortar
If you are ready to take control of your super and invest in the long-term stability of Sydney property, let’s talk.
The first step is a confidential, no-obligation consultation to discuss your SMSF’s goals and our compliant, turnkey process.