Property inside an SMSF is a powerful wealth-builder, but the lending rules are strict. We coordinate the structure, lenders, and advisers to ensure everything stays compliant, so you can focus on the asset, not the paperwork.
We move beyond basic loan approval to ensure your fund’s strategy is executed correctly without risking penalties or expensive structural mistakes.
We review your trust deeds and bare trust setup before applying to ensure they meet the specific requirements of the lender.
Only selected lenders excel at SMSF loans. We use those who understand the complexity and offer competitive terms for funds.
We model the loan against your fund’s contributions and rental income to ensure the borrowing fits your long-term retirement goals.
We work directly with your accountant, financial planner and SMSF administrator to ensure the loan is compliant and integrated seamlessly.
We don’t just find you a loan; we design a lending strategy that supports your short-term plans and long-term wealth. Experience the difference of working with a broker who puts structure first.
We calculate borrowing power using real lender policy, not generic online calculators, for results you can trust.
From pre-approval to settlement, we manage the entire process, including paperwork and bank follow-ups.
Every client is unique. We structure your loan to match your specific income, deposit, and future financial plans.
We are specialising for the complex scenarios, from self-employed income to non-conforming lending.
We manage the heavy compliance load and legal complexity to deliver a seamless settlement for your fund.
We confirm your SMSF and Bare Trust (Custodian Trust) deeds are executed correctly and ready for a bank to assess.
We shortlist lenders who accept your specific asset type (residential or commercial) and contribution levels.
We verify that your fund has sufficient cash "buffers" and contributions to meet the strict serviceability rules of SMSF lenders.
We manage the interaction between the bank’s legal team and your conveyancer to ensure the title is registered correctly.
Lenders
Years Experience
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End to End Support
Borrowing through your super is highly regulated and often misunderstood. From “limited recourse” rules to tenant restrictions, mistakes here can be costly.
We believe in total transparency. Here are the answers to the questions we hear most often from trustees to help you move forward with clarity.
Our specialists are ready to assist you with immediate support and accurate guidance for every service requirement.
32 Endeavour Road, Hillarys WA 6025
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