SMSF loan

Trustees of a self-managed super fund looking to buy or refinance a residential investment property inside the fund, whether the SMSF is newly established or long running.

Residential SMSF loans let your super fund borrow to purchase property, with rental income and any capital growth staying inside the fund. Lending criteria are stricter than a standard investment loan, and fewer lenders play in this space.

We treat every application individually, one on one. We know which lenders are active in SMSF lending and what each one needs, and we manage the process so it stays simple for you.

Lenders look hard at the fund's liquidity and contribution history. Finance is our job; the investment strategy itself belongs with your accountant and financial adviser, and we work alongside them.