SMSF Loans

SMSF Loans

Leverage your SMSF to grow your super and reduce your tax.

Start with your borrowing capacity

If you’re considering borrowing money within your SMSF to purchase property, our consultants can help you understand how it all works and answer the following questions:

Self-managed super fund affiliate services

Accounting & SMSF Services

Corporate Trustee structures are usually required when SMSF lending is involved and there are a number of ways of going about the establishment of these. However, significant mistakes can be made here and the timing is crucial to avoid paying double stamp duty. It is also a legal requirement to submit annual audit reports and lodge tax returns for your SMSF.

Financial Planning

It is important to seek the advice of a qualified financial adviser to understand the risks of running a SMSF and if it's appropriate for your circumstances. Financial Advisers can also assist with the SMSF Trustee’s Life Insurance and Investment Strategy.

Property Investment

Our highly experienced property team can help you find SMSF friendly properties that meet your SMSF property investment goals and manage the entire acquisition and settlement process in a timely manner, avoiding potential default penalties.

Legal Services

SMSF specialist lawyers can establish SMSF and Corporate Trust deeds. They can also provide property contract advice, mortgage document advice, searches & conveyancing, and can liaise with the Mortgage Broker and Property Agent to effect a timely settlement.

Client Testimonial

Our clients love what we do. Just listen to what they have to say!

Marty – Camira, QLD

Real People, Real Stories