Client Case Study

Joshua & Wan Jung

Young Couple & First Home Buyer

Key Milestones & Outcomes at a Glance

Client Profile Young Couple & First Home Accumulators
Investment Vehicle Self-Managed Super Fund (SMSF)
Structure Compliance 100% ATO LRBA Compliant
Asset Outcome Turnkey Residential in Growth Precinct

The Challenge

Joshua and Wan Jung wanted to leverage their accumulated superannuation to invest in real estate. However, acquiring property through a Self-Managed Super Fund (SMSF) requires strict compliance with Limited Recourse Borrowing Arrangements (LRBA) and ATO guidelines.

The OMR Solution

OMR Property coordinated the entire SMSF acquisition checklist. We worked with SMSF lending specialists to secure compliant finance structures, then sourced brand-new, low-maintenance properties in growth areas that met the strict "single acquirable asset" rules.

The Outcome

Joshua and Wan Jung secured a high-performing residential package inside their super fund. The property settled smoothly, delivering immediate rental returns directly to their SMSF accounts.

"SMSF buying is complex, but OMR made the process simple. They coordinated with our lender and solicitor, sourcing a pre-vetted property that aligned perfectly with ATO rules."
Joshua & Wan Jung
Book Your Strategy Audit
Call Now Button