*General Information Warning
The information on this website is provided for general educational and property information purposes only. It is not intended to constitute, and must not be relied on as, financial product advice, legal advice, taxation advice, accounting advice or credit advice.
Property Asset Planning does not provide advice on the suitability of using an SMSF, trust or company to acquire or hold property unless that advice is given by an appropriately licensed or authorised professional.
Any examples, projections or modelling are illustrative only and must not be relied on as a recommendation or guarantee of outcomes. Obtain independent licensed financial, legal and tax advice before acting on any information on this website. (ASIC)
Property Asset Planning provides information about property, property acquisition processes and related services. Unless expressly stated otherwise, Property Asset Planning does not hold itself out as providing financial product advice about interests held through or acquired via self-managed superannuation funds (SMSFs), trusts, companies or other financial product structures.
Under Australian law, advice relating to those structures may constitute regulated financial product advice and may only be provided by a person appropriately licensed or authorised under the Corporations Act 2001 (Cth). ASIC states that a person providing financial product advice must be authorised by an AFS licensee with the necessary authorisations, and different disclosure obligations apply depending on whether the advice is general or personal.
Any examples, projections, estimates, cash-flow illustrations, borrowing scenarios, tax outcomes, portfolio discussions, case studies, calculators, modelling tools or other materials on this website are illustrative only and are based on assumptions that may not apply to your circumstances.
They are not recommendations to establish, acquire, hold, vary or dispose of any interest in an SMSF, trust, company or other financial product, and they should not be used as a substitute for advice from a licensed financial adviser, qualified accountant, solicitor or other appropriately authorised professional.
You should obtain independent legal, taxation, accounting and licensed financial advice before making any decision about acquiring property through an SMSF, trust, company or any other ownership structure, or before acting on any information on this website. Whether a structure is appropriate depends on your personal objectives, financial situation, needs, borrowing capacity, tax position, risk tolerance and estate planning circumstances.
Nothing on this website is a promise, representation, warranty or guarantee of capital growth, rental return, tax benefit, borrowing outcome, wealth creation, retirement outcome or investment performance.
Past performance, testimonials and client experiences are not reliable indicators of future results.
To the maximum extent permitted by law, Property Asset Planning excludes liability for any loss or damage arising from reliance on information, tools, calculators, projections or materials made available through this website. All users are responsible for obtaining their own independent professional advice before making any investment, borrowing, structuring or taxation decision.
SMSF / trust / company warning:
Property Asset Planning does not provide financial product advice about the suitability, performance or appropriateness of holding property in an SMSF, trust or company unless that advice is provided separately by a person who is properly licensed or authorised to do so. Any discussion of those structures on this website is intended to be general information only.
For more information about the above please contact Property Asset Planning.
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Contact Brian and the team here; https://www.propertyassetplanning.com.au/contact-us/
