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The Truth About SMSF Investing (with Jake Rose)
Podcast | 46 min 50 sec | The Mortgage Mates
The Mortgage Mates, Simon & Chantelle sit down with Jake Rose from ProYou to unpack everything you need to know about self-managed super funds (SMSFs) and more importantly, how they can be used to build long-term wealth. The chat dives deep into the real advantages of SMSF property investment, including tax benefits, common lending misconceptions, the importance of choosing the right asset, and why liquidity and exit planning are non-negotiable. Jake also lays out the legislative risks, estate-planning considerations, and the crucial role of having the right advisors around you. Whether you’re SMSF-curious or already running one, this episode is packed with clear, accessible insights to help you make smarter decisions.




