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Personal Wealth Autumn 2015

What's Inside

SMSF Borrowing / Investment Markets / How we build investment portfolios

SMSF ADVICE CERTIFICATES

A potential roadblock for SMSF property investors.

A certificate of advice, required by lenders prior to settlement, has proven to be a major sticking point for clients looking to borrow and invest in property within a selfmanaged super fund (SMSF).

The certificate, which is issued along with the loan contracts, is required to confirm the borrower has received appropriate advice relating to the SMSF purchase from a financial adviser or accountant. The advice certificate asks the adviser or accountant to confirm that the borrower has been provided advice about: the suitability of the loan, the ability for repayments to be made, the associated risks, the impact and the general terms of the loan.

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