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PAGES TO TRY

Want investment property in the USA?

Don't get fooled by sprukers that tell you how cheap it is to buy property in the USA. Cheap doesn't mean value and you don't want to own a cheap property without rental income.

What do we do?

We are in the best markets in the USA?

We have targeted 10 markets now. See why these markets will produce high cash flows for investors. Let's start with Cleveland Ohio.

SMSF Case Study 2

Tandem Uehling

Success Stories

SMSF Case Study 2

Case Study II - SMSF: Succession planning

Scenario

Peter (62 years old) operates a car workshop from a premises acquired in 1991. He wants to retire and allow his son John to take over the business.
The property is now worth $1 million and has been fully paid off.
Peter has few assets other than his interest in the business.
Peter and his family have SMSFs with total assets of $500,000.
The SMSF invests in the property using a Tandem Uehling brokered funder in order to provide $700,000 of the purchase price.

Facts

Their super fund provides the balance and the usual transaction costs including stamp duty.
Peter receives the market value ($1m) which he uses to contribute to super.
No CGT is payable because of the small business retirement provisions.
Peter and his wife can each get a tax deduction for up to $105,113 for these contributions - the rest is non-deductible.
Peter and his wife can now receive tax free income of $85,000 pa whilst John pays deductible rent of $73,000 pa.