Self Managed Super Fund Lending (SMSF)
We work with SMSF trustees and their advisors to structure borrowing arrangements that are compliant, strategic, and set up for long-term success. This is a specialist area, and we treat it that way.
Who this is for
This is for you if you're:
A self-managed super fund trustee looking to purchase residential or commercial property
Working with a financial planner or accountant who has recommended exploring SMSF borrowing
Looking to diversify your super into property without liquidating existing investments
An existing SMSF property owner looking to review your current loan structure
What we help you with
SMSF lending operates under strict regulatory requirements and not all lenders offer it. Those that do have specific criteria around the type of property, the fund structure, and the borrowing arrangement. We navigate all of this on your behalf.
Limited recourse borrowing arrangements (LRBAs) structured correctly from the outset
Residential and commercial property purchases within an SMSF
Lender identification and comparison across our SMSF-accredited panel
Coordination with your accountant, financial planner, and solicitor to ensure compliance
Reviewing existing SMSF loan structures to ensure they remain fit for purpose
Why specialist advice matters here
The structure of the borrowing arrangement, the bare trust, the fund deed, and the investment strategy all need to align and any misstep can have serious consequences for the fund and its members. We work closely with your existing advisors, or can refer you to trusted specialists if needed, to make sure everything is set up correctly.
Ready to explore your options?
Book a complimentary discovery call and we'll walk you through how SMSF lending works, whether it suits your situation, and what the process looks like.
