AN INNOVATIVE AND INTELLIGENT STRUCTURE
If
you would like to acquire residential or commercial investment property
and currently manage your own Self Managed Superannuation Fund (or
have considered establishing your own SMSF), then the way you think
about your retirement planning is about to change.
The recent legislative amendments to the SIS no longer prohibits
a superannuation fund trustee from borrowing to acquire a beneficial interest
in an asset that is held on trust for it.
The Equiti Warrant Trust structure has been developed under a collaborative
effort of many legal, superannuation, property, financing and taxation experts
to enable a SMSF to take advantage of the new provisions of the SIS whilst,
at the same time, limiting the exposure of the superannuation investments.
With its innovative and unique structure, the Equiti Warrant Trust has a number of distinct advantages over many of the commercially available ‘instalment warrant’ structures for SMSF’s, namely:
The property is held in YOUR name and under YOUR control
There is no restriction placed by Equiti on your choice of investment asset
The Equiti Warrant Trust Structure is NOT a financial product
There is no maximum investment term or expiration date
You receive independent legal advice