SMSF dual key off-market property win

Tracey and Grant came to Baxter & Mason intending to buy a single house for their SMSF. After reviewing the numbers, Sally recommended a different approach: a dual‑income property that would deliver the rental return and growth their super fund needed. Despite limited stock in their price range, Sally secured an off‑market Landsborough opportunity, managed the purchase end‑to‑finish, and delivered a stress‑free outcome the clients are delighted with.

The Challenge

Tracey and Grant’s original brief was straightforward: buy a house for their SMSF. When we ran the cashflow and growth scenarios, it became clear a single dwelling would not meet their investment objectives. They needed a property that would:

Deliver stronger rental returns for SMSF growth

Improve serviceability for lender approval

Require minimal hands‑on management while they continued other commitments

With dual‑income properties scarce in their budget, the challenge was finding the right asset without compromising location, quality or future resale options.

Our Approach

Sally worked through a focused, lender‑ready process:

Financial review: modelled SMSF outcomes for single vs dual‑income options.

Targeted search: prioritised off‑market opportunities and dual‑income stock in Landsborough and surrounding suburbs.

Negotiation and due diligence: secured the property off‑market, coordinated inspections and managed the contract to settlement.

Client communication: kept Tracey and Grant informed at every step to ensure a smooth, low‑stress experience.

We treated the brief as both an investment decision and a long‑term SMSF strategy, ensuring the purchase aligned with their retirement and tax objectives.

The Outcome

Off‑market dual‑income property secured in Landsborough.

Improved rental return and SMSF growth potential compared with the original single‑house plan.

Stress‑free purchase process from search to settlement, with all due diligence and lender requirements handled by Baxter & Mason.

Tracey and Grant are very happy with the result and confident the property will deliver the outcomes they planned for their super fund.

How Baxter & Mason Can Help You

If you’re considering an SMSF purchase, dual‑income strategy, or off‑market search, we can:

Build lender‑ready financial models for SMSF scenarios

Hunt off‑market and pre‑market opportunities that match your brief

Manage negotiations, inspections and settlement to reduce stress and risk

Ready to explore SMSF options or dual‑income investments?

Contact us to book a strategy call and we’ll prepare a tailored suburb pack and cashflow model for your situation.