SMSF Loans

If you have a Self-Managed Super Fund (SMSF), then you may be considering using your super to purchase an investment property.

Firstly, the most important thing to do is obtain expert advice from your Financial Advisor who is experienced in SMSF’s.  There are many rules and regulations regarding SMSF’s which include strict ATO borrowing rules.

Once you have done this, we can utilise our expert knowledge to assist you in obtaining the SMSF loan.

Did you know that you can refinance your Self-Managed Super Fund (SMSF) loan? This process is so much easier than it was previously, and could be a worthwhile option for you to reduce your interest costs.

“We will work with your Financial Advisor to make sure the loan structure is set up correctly.”

You can contact us to discuss your options for SMSF lending.