Despite a withdrawal of many lenders from the SMSF lending market, we have seen a high number of transactions in this area with our clients recently.
All of them involved the purchase/transfer of medical and dental rooms.
For doctors and dentists, very generous lending products still exist, if you work with the right medical finance specialist.
At Affluence we have been involved in these transactions from a strategic and holistic advice point of view, as well as implementation of super rollovers and advice/implementation of personal insurance changes.
Our colleagues at Affluence Chartered Accountants have been involved with the legal, practical and accounting aspects of these transactions.
Under the right circumstances this strategy can be very beneficial from a retirement savings, tax planning, asset protection and debt repayment point of view, but it is imperative you seek specialist advice.
If you are considering this strategy, please feel free to reach out for an obligation-free consultation.
Contact me on 08 9381 2704 or Yves@affluenceprivate.com.au
As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.
My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.
Please contact me on firstname.lastname@example.org or call me direct on 0432 885 295. You can follow me on Twitter @YvesSchoof or connect with me on LinkedIn to receive new articles.
Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
Latest posts by Yves Schoof (see all)
- Key Financial Issues For Migrant Doctors And Dentists - 26/02/2020
- How Doctors and Dentists Can Optimise Super In 2020 - 19/02/2020
- Financial workshops for Doctors and Dentists - 12/02/2020