In this episode of the Help Me Buy Property Podcast, Moxin Reza and guest Sohail Merchant (Director at Taxvisors and CFO at Investor Partner Group) sit together for an insightful episode 2 and explore the risk side of SMSF property investing.
While part one of this series explored strategies and setups, part two uncovers the pitfalls, breaches, and penalties that investors must watch out for.
From the sole purpose test to related party transactions, lending complexities, and exit strategies, this conversation reveals what most accountants and advisors don’t tell you.
Whether you’re already running a Self-Managed Super Fund (SMSF) or considering one for property investment, this episode is your essential guide to understanding how to avoid mistakes that can cost you hundreds of thousands of dollars—or even your freedom.
This isn’t just about compliance—it’s about protecting your wealth, your retirement, and your future.
Highlights
00:00 Welcome to Help Me Buy Property Podcast
03:54 SMSF rules and mistakes
09:22 SMSF Penalties
16:18 LRBAs, Trust structures & Postcode restrictions
18:28 Sell or Exit SMSF
20:14 Final Thoughts
Click on the link below to download Australian Bestseller “A Millennial’s Guide to Property Investing” now!
https://www.amazon.com.au/dp/B0CRF48GGR
Resources:
· Join us on our FREE Facebook Group: https://www.facebook.com/groups/helpmebuyau
You can also connect with us on https://www.linkedin.com/company/77080688.
Keep smiling, be kind, and continue investing. Peace out
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