The Pathfinder · 3 steps

Find your
starting point.

A few simple questions. A useful place to keep learning.

Your fund
Your balance
Your timing

An educational starting point.
No eligibility assessment.

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Question 1 of 3

Do you have a self-managed fund yet?

We’ll start with the structure you have in mind.

Yes, already set upYour fund and its trustee are in place.No, but I’m looking into itYou’re weighing up whether an SMSF suits you.Not sure what that meansWe’ll start with the basics.

Roughly how much is in your super?

Include your partner’s super if you’d invest together. A broad range is enough.

Under $250k$250k–$500k$500k–$800k$800k–$1.2m$1.2m+I don’t know

When are you thinking of acting?

There’s no right answer. This is a starting point for learning.

In the next 3 monthsYou’d like to understand the process soon.This yearTime to learn, then talk.Just researchingNo rush. The guides are a good start.

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General information only. This arithmetic does not assess whether an SMSF or property purchase is appropriate for you. Speak with licensed financial, tax and legal advisers about your circumstances.

General information only, not financial or credit advice. Decisions about borrowing, tax or your super belong with a licensed broker, adviser or accountant. Imagery is illustrative and does not show properties currently for sale.

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