Financial Literacy

Financial literacy is essential for making informed financial decisions. This category provides resources and articles aimed at improving your understanding of financial concepts.

How can I buy a residential investment property in Logan with an SMSF?

Are you a Logan or Gold Coast resident considering using your SMSF to buy a residential property? Find out the strict rules you must follow, from the 'Sole Purpose Test' to understanding a Limited Recourse Borrowing Arrangement (LRBA), to make sure your retirement investment is compliant and successful.

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What are the responsibilities and risks of being an SMSF trustee?

Are you ready to take control of your retirement but worried about the risks of a Self-Managed Super Fund? Find out why the ATO has strict rules for trustees and what could happen if you get it wrong.

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What is a Limited Recourse Borrowing Arrangement (LRBA) for an SMSF?

Thinking of using your Self-Managed Super Fund (SMSF) to buy an investment property? You've likely heard of a Limited Recourse Borrowing Arrangement (LRBA). But what is it, and is it a safe way to leverage your super for property investment in Logan, Beenleigh, or on the Gold Coast? This guide breaks down the complex rules of LRBAs so you can understand the risks and rewards before you make a move.

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Let’s chat today to find the right solution for you. Whether it's your first home, a growing business, or a new vehicle, Gwen and the Ferns Finance team are here in Beenleigh, Logan, Scenic Rim, and on the Gold Coast to offer expert, obligation-free advice tailored to your goals.

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