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ROOMS WITH A SUPER VIEW  

Can you benefit from holding your Medical rooms in your SMSF?

 

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ROOMS WITH A SUPER VIEW  

Can you benefit from holding your Medical rooms in your SMSF?

 

 

Do you want to read about one strategy we implemented for holding property in an SMSF?

Just provide some contact details, and you will receive the case study. 

Holding commercial property, such medical rooms, in an SMSF helps optimise after-tax wealth management.

This case study exemplifies how our wealth management expertise empowers clients to achieve their financial goals with confidence.

Meet our clients

Aiden and Zoe* came to us, seeking advice on how to best take advantage of their investments that they thought were both underutilised and not tax effective. They owned a valuable commercial property, a comfortable residence, and an investment portfolio, with each holding their superannuation in industry funds.

They lead busy lives and were looking for a wealth management strategy that would allow them to spend time enjoying life rather than worrying about their wealth.

*Not their real names

Aiden adn Zoe Circle 500 (1)
Find out more

At First Samuel, we have provided an integrated wealth management service to individuals and their families in the medical community for 25 years. 

“I have trusted First Samuel and its handpicked team for over 20 years with all my personal and business investments and superannuation. I remain incredibly satisfied that I am in the best of hands.”

– S.A.  Neurosurgeon, Melbourne

“As First Samuel clients since 2006 we enjoy superior results (acknowledging market volatility). Communication transparency and good strategic advice. Good relationships, with very low staff turnover, I know the people who answer the phone and they know me.” 

–D.S.  Radiologist and Nuclear Medicine Physician, Melbourne

 

Interested to learn more about holding your medical rooms in your SMSF? 

Investing in your own medical rooms is a logical part of a cascading wealth management structure. But it’s important to ensure the benefits are balanced against the set-up costs, on-going costs and regulatory requirements.

First Samuel, with our expertise in serving the wealth management needs of medical specialists, provides tailored guidance maximise the opportunities of placing your rooms in your SMSF.

If you're considering this strategic move, now is the time to capitalise on our knowledge and merge your curiosity with our expertise.

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Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.

© First Samuel Limited 2024