An exclusive TAG Webinar
Buying property in super
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About us
Who is TAG Financial Services?
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
Investing in property can be a great way to finance your retirement. But what’s the difference between buying property in a self managed super fund (SMSF) versus buying property in your individual name? Will you be better off buying in Super?
In this session, Jason will cover:
- How to use your super to borrow and acquire property with a Self Managed Super Fund.
- Tax advantages, handy investment tips, the rules and how to avoid the traps.
- Case studies on investors acquiring residential and commercial property.
- Types of financing available and the alternatives
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. Jason joined TAG in 2014 and is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.