• SMSF Window Check

    SMSF Window Check

    Complete this 3-minute survey and receive a personalised result showing where you currently sit on the investment readiness scale and what your next move should be.

  • Answer honestly - this takes about 3 minutes. 

    This check is for people considering a property purchase inside a self-managed super fund before the 10 August rule change. There are no right or wrong answers. Your result arrives by email with a plain-language read on whether the window is realistic for your fund — and what to do either way. General information only, not financial advice.

  • Are you open to new construction as part of your fund's investment strategy?
  • Question 1 - Where is your self managed super fund today?
  • Question 2 — Does your fund have the deposit and purchase costs available right now?
  • Question 3 — What is the approximate balance of your fund today?
  • Question 4 — Do you have a financial adviser or accountant involved with your fund?
  • Question 5 — Was buying a property inside your fund already part of your plan before this rule change?
  • Question 6 — if the right property was in front of you, could you make a decision within 2 weeks?

  • Almost there.

    Enter your details below and we'll send your personalised result straight to your inbox.

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