Our 7-Stage Checklist SMSF Setup & Property Acquisition Process

Stage 1- SMSF - Send to WT Capital to forward to WT Wealth (Accountants for SMSF)
  • Photo of Drivers Licence (front and back)
    Photo of Passport (Country and Place of Birth)
    Employment Industry and Role
    Chosen name of SMSF (e.g. John Smith SMSF)
    Current Super Fund and Member Number
    Current Super Balance
    Country and City of Birth
    Director ID
Stage 2- Finance - Send to WT Capital to forward to Alexia from Bid & Borrow (Mortgage Broker)
  • Last 2 Payslips
    Last 2 Years FY Annual Super Statements or
    Super Contributions downloaded from your
    MyGov Account (These can be submitted at a
    later date if you can not access right now)
    Complete Bid & Borrow Fact Find the planner will then assist you in rolling over your industry fund into your new SMSF
Stage 3 - ATO Approval/SMSF Bank Account/SMSF Admin
  • Complete DocuSigns sent by WT Wealth
    Review and submit Macquarie Bank Application
    ATO approval
    Finance pre-approval - sent to you to sign from
    Alexia - Bid & Borrower use our knowledge to     source and negotiate the right investment property based on your goals
Stage 4 - Roll Over Process
  • Complete third party authority form provided
    for WT Capital to send to your current super
    fund
    Confirm rollover with WT Capital - Full rollover
    or Partial rollover amount
    Macquarie Bank account open
    WT Capital to submit rollover electronically
    Send your employer new SMSF details - letter
    provided to you from WT Wealth
    Funds rolled over to your SMSF - with

What our clients think of us:

Abedin Berisha

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GROW RETIREMENT SAVINGS FASTER

Buy an asset that produces income as well as appreciates in value

TAX DEDUCTIONS

Create a tax deduction inside your super fund via property depreciation

OUTPERFORM THE SHAREMARKET

Over the last 25 years industry funds have averaged growth of 5.6% p.a; house values have averaged a growth of 6.8%

Why use your Super to invest in Property?

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Stage 5-  Rollover Complete/Property Introduction/Property Sourcing
  • Pay WT Capital Invoice from SMSF Bank Account
    Schedule meeting with Matt to discuss property
    WT Capital to confirm finance with Alexia from
    Bid & Borrow
    Review potential properties sourced by Management
Stage 6- Contracts Engaged
  •  Contract Reviewed by SLF Lawyers (QLD/NSW/
    VIC purchase) or KDD Conveyancing (WA)
    Sign contract of sale
    Sign Bare Trust Deed - sent via docusign from
    WT Capital
    Building & Pest Inspection ordered and reviewed
    by WT Capital
    Valuation ordered by Alexia from Bid &
    Borrow Finance
    Insurance quote emailed to you for payment
    from SMSF bank account
    Formal Finance Approval - Alexia, Bid & Borrow
Stage 7- Settlement Process
  • Settlement Date Booked
    Property Management Organised for you by
    WT Capital
    Settlement Confirmed