Super Operating
System (SOS)
A complete framework for setting up and running an SMSF Property
Investment Portfolio; with full transparency, no pressure, and MALEX as your
execution team.
Review this before your consultation. By the end, you'll know exactly what's involved, what the risks are, and whether this is the right move for your family.
The Essentials for Sound Decisions
Everything You Need to Know
SMSF Roles & Responsibilities
What it means to be an SMSF Trustee, your responsibilities, and commitments.
Start ModuleBuilding an SMSF Property Portfolio
Property structures, leverage, legal requirements, and risk management.
Start ModuleScams & Illegitimate Schemes
How scams work, types of SMSF scams, and impact of illegal fees.
Start ModuleSelecting the Right Advisors
Identify conflicted advisors, important licenses, and key questions.
Start ModuleA Personal Note from the Managing Director
We live in an era where information overload creates confusion. Plain and simple advice about matters like managing an SMSF becomes a maze of conflicting views and interpretations, not to mention scams and misinformation.
The whole point of this SOS System is to build an entire body of SMSF knowledge for everyone who needs this information to make smart, safe investments.
I believe that with the right knowledge as a foundation, any of us can set up a fulfilling life, through property or otherwise. But we've all seen friends or family misled by the next great thing. So please take the time to go through this material.
This platform is a resource and advice for clarity.