SMSF Property Investment Model

Prepared for Kamesh & Abhie Bhatt · Moray House, Southbank VIC
Interactive - change any figure and everything recalculates
How to use this: Every highlighted box is editable. Change a number - purchase price, interest rate, extra repayment, growth rate, salaries, rent - and the cash flow, equity projection, loan payoff and all tables update instantly. Stamp duty is locked to the Victorian rate and recalculates from the price. Use Reset all (top right) to return every figure to its starting value. Nothing is saved or sent anywhere; this runs entirely in your browser.

Live 10-Year Snapshot (2037) - updates as you change any figure below, on any tab

Property value
Loan balance
Equity
Annual rent (yr 10)
Loan payments (yr 10)
Net cash flow (yr 10)

Purchase & Deposit

Deposit amount
Stamp duty (VIC)
Total cash needed (from super)
Super retained after purchase

Loan

Loan amount (80%)
Available surplus (Year 1, before extra repayments)
Required repayment (P&I)
With extra repayment

Income & Holding Costs - all figures annual

Every amount in this panel is per year (annual).
Employer contributions in
Rent (5.5% of purchase price)
  ≈ weekly equivalent

Year 1 - SMSF Cash Flow

Employer super contributions
Net rental income
Total income in
Required loan repayment (P&I)
Property expenses
SMSF admin / audit / ASIC
Total out
Extra repayment (optional — from surplus)
Net SMSF cash flow - Year 1

Extra Repayments - The Power of $1,000/month

Loan paid off in
Time saved
Interest saved
Total interest (with extra)

Annual Amortisation Schedule

YearOpening balanceRepaymentsInterestPrincipalClosing balance
Schedule reflects the extra repayment set above. Once the balance reaches zero the loan is repaid.

Growth Assumptions

At a 7.2% growth rate, value doubles roughly every 10 years (the "Rule of 72": 72 ÷ 7.2 ≈ 10). The table below compounds the purchase price forward and tracks equity against your chosen loan path.

Property Value, Loan & Equity Over Time

YearKamesh ageProperty valueLoan balanceEquityMarket rent (yr)

Property Value, Loan Balance & Equity (30 Years)

Tracks your loan path (including any extra repayments) against the compounding property value from the Property Growth tab. Dashed lines and labelled points mark every 5 years.

SMSF Property vs Leaving Funds in Super (20 Years)

Same figures as the Super Comparison tab. Path A grows your starting balance at the assumed super return; Path B is the property value less the loan balance (your loan path, including extra repayments).

SMSF Property vs Leaving Funds in Super

Two paths for the same starting balance. Path A leaves it invested in your existing super, growing at the assumed return for the clients' chosen balanced option. Path B puts it toward the $ SMSF property; Path B's worth is the property value less the loan still owing. The projection starts at completion in 2027.

Path A - super only (10 yr)
Path B - SMSF property (10 yr)
Difference (10 yr)

Side by Side

YearPath A - super onlyProperty valueLoan balancePath B - equityAdvantage (B − A)
The first row (2027) is completion - the starting position before any growth. Path A grows the starting balance at the assumed super return. Path B's equity = property value − loan balance (your loan path, including extra repayments). Gearing means Path B controls a much larger asset for the same money - amplifying growth, with corresponding risk. This is a simplified comparison, not personal financial advice.

Setup Steps - Who Does What

The SMSF, the bare trust and all fund compliance must be set up and administered through Just Super, the specialist SMSF provider; the borrowing structure cannot proceed without them. Here is who does what, in order:

Kamesh & Abhie - Instructions to Give Just Super

  1. Provide Just Super the property address as soon as the apartment is confirmed, so they can finalise the bare trust
  2. Instruct Just Super to open the Macquarie CMA in the correct SMSF/bare trust name
  3. Instruct Just Super to initiate the rollover from AMP into that account (allow 2 to 3 weeks)
  4. Confirm the apartment, sign the EOI, review the contract with Lincoln Legal, then sign and exchange
  5. Authorise the 10% deposit payment from the SMSF cash account once Just Super has it set up

Just Super (SMSF specialist) - What They Do

  1. Confirm the SMSF is established and provide the ABN
  2. Establish the bare (holding) trust for this specific property once instructed. The deed must identify the property, so they will generally need the address (and often the price and contract details) to finalise it
  3. Open the Macquarie CMA in the fund/bare trust's correct legal name once instructed
  4. Process the rollover from AMP into that account once instructed
  5. Handle the fund deed, ongoing compliance, annual audit and ATO reporting

Troy (Property Strategist)

  1. Provide the full document pack, the EOI form and this model
  2. Submit the EOI to the developer and coordinate the contract
  3. Liaise with the solicitor to keep the timeline on track for contract exchange by the 9 August deadline
Timing tip: because the bare trust is asset-specific, ask Just Super whether they can incorporate the custodian/trustee company and start the deed groundwork now, then slot in the property address once the EOI is confirmed. Some administrators can do this, which takes pressure off the 9 August deadline; others use a generic deed with a separate acknowledgment once the property is identified. Confirm their exact process directly.

How the SMSF Borrowing Structure Works (LRBA)

Your SMSF

Kamesh & Abhie as members / trustees - established via Just Super

Bare (Holding) Trust

A separate trust that legally holds the property title until the loan is repaid

The Property

610/42 Moray Street, Southbank VIC 3006 - held for the benefit of the SMSF

Limited Recourse Loan

Lender's claim is limited to this property only - your other SMSF assets are protected

Cash Flows In

  • Employer super contributions (both members)
  • Rental income from the property

Cash Flows Out

  • Loan repayments (principal & interest)
  • Property holding costs & SMSF admin

At Retirement

  • In pension phase, SMSF income is generally tax-free (subject to super rules at the time)
  • Keep the property for net rental income, or
  • Sell, clear the loan, and access the equity

Timing Note - Based on Legislation Currently in Place

The Treasury Laws Amendment (Tax Reform No. 1) Act 2026 (Cth) received Royal Assent on 26 June 2026. From 10 August 2026, SMSFs will no longer be able to enter new limited recourse borrowing arrangements (LRBAs) to purchase residential property under the law as it currently stands. This does not affect a fund that already holds a residential LRBA.

Royal Assent26 June 2026
Ban commences10 August 2026
Binding contract needed by9 August 2026

The legislation itself

Schedule 5, item 2 of the Act confirms an existing arrangement stays covered where:

"the related asset is acquired under an arrangement entered into before that commencement (even if the settlement for the acquisition of the asset happens after that commencement)."

In short: it is the date the contract was entered into that matters, not the settlement date.

Read the full legislation

What "binding" means: the contract must be legally binding on both buyer and seller, not just signed by one side - in the eastern states that is exchange of contracts, and in WA it is when an offer and acceptance is accepted and communicated. A conditional contract (for example, subject to finance) still counts; it is the date it was entered into that matters.

This is general information only, based on legislation as currently enacted, and is not personal financial, legal, taxation or credit advice. Legislative interpretation may change and further ATO guidance is expected. Please confirm current requirements with your accountant or a solicitor who specialises in SMSFs before proceeding.
Source: Treasury Laws Amendment (Tax Reform No. 1) Act 2026 (Cth), Schedule 5, amending the Superannuation Industry (Supervision) Act 1993 (Cth).
Prepared by Troy Gunasekera. Figures are projections based on the assumptions shown and are for discussion only - not personal financial, tax or investment advice. Stamp duty is Victorian land transfer (general) duty calculated from the purchase price; confirm super guarantee, contribution caps, duty concessions and SMSF settings with your accountant. · Model recreated from "Bhatt - SMSF Master Numbers Workings 2026". · Build 2026-07-01·29