With recent changes to Australia’s superannuation and property lending landscape creating uncertainty for many investors, understanding your options has never been more important.
Morton is proud to partner with XIN Mortgage to present an informative SMSF Property Investment Workshop, featuring lending specialists and local property market insights from David Lipman, Sales Executive at Morton Penrith.
Designed for investors, business owners and anyone looking to better understand how property can fit within their long-term wealth strategy, this event will explore the opportunities that remain available following recent changes to SMSF borrowing rules.
Why This Workshop Matters
The Federal Government’s recent announcement to prohibit new SMSF borrowing arrangements for residential property has generated plenty of questions among investors. While one pathway is set to close, SMSFs continue to offer compelling opportunities for wealth creation through property, particularly when supported by the right structure, strategy and professional advice.
This workshop will break down:
- What the proposed SMSF residential borrowing ban means in practical terms
- What investment opportunities remain available
- Commercial property strategies through SMSFs
- Direct property purchases using SMSF funds
- Lending considerations and finance options
- SMSF taxation benefits and long-term wealth planning
- How investors can evaluate whether an SMSF property strategy is suitable for their circumstances
Importantly, the session is not limited to Penrith investors. Whether you’re based in Western Sydney, the Inner West, the CBD, the Hills District or elsewhere across Greater Sydney, the information shared will be relevant to anyone considering property investment through their superannuation.
Local Insights with Broader Relevance
Joining the XIN Mortgage team will be David Lipman, one of Western Sydney’s most respected real estate professionals and a key member of the Morton Penrith team.
David will provide valuable insights into current market conditions, emerging opportunities and investment trends across Sydney. While he will share his expertise on the Penrith market—one of Sydney’s fastest-evolving growth corridors—the discussion will also touch on broader investment principles that apply across metropolitan and regional property markets.
With changing economic conditions, interest rate expectations and shifting supply-and-demand dynamics, investors are increasingly seeking reliable information to help navigate their next move. This workshop aims to provide exactly that.
Who Should Attend?
This event is ideal for:
- Existing property investors
- Professionals looking to take greater control of their retirement savings
- Business owners exploring commercial property ownership through an SMSF
- Individuals considering setting up a self-managed super fund
- Anyone seeking to understand the impact of recent legislative changes on property investment
Whether you’re actively investing today or simply exploring your options for the future, this workshop will provide practical information to help you make more informed decisions.
Reserve Your Place
Places are limited and early registration is recommended.
Join Morton and XIN Mortgage for an evening of expert insights, practical strategies and valuable discussion on the future of SMSF property investment.
General information only. This event is educational in nature and does not constitute financial, taxation or legal advice. Attendees should seek professional advice tailored to their individual circumstances before making investment decisions.