When it comes to expanding your investment portfolio through the acquisition of property using a Self-Managed Super Fund (SMSF), navigating the complex landscape of SMSF Loans can be daunting. I provide the expertise and access to a diverse range of SMSF Loan options from banks and lenders across Australia, and tailor solutions that align with your financial goals and situation.
I work diligently to secure competitive interest rate discounts, thereby optimising your loan's cost-effectiveness, being well-versed in the nuances of loan to value ratios (LVR), restrictions that apply to SMSFs, such as non-eligibility for certain types of properties, stamp duty considerations, and the importance of having a sound financial footing before embarking on this journey.
Applying for a SMSF Loan involves a thorough application process, from supplying the essential documentation such as bank statements, a certified copy of the SMSF Trust Deed, and the Bare Trust Deed, to assisting with the financial statements and providing a copy of the contract of sale, my streamlined system makes the process as smooth as possible.
Whether you’re looking at a variable or fixed interest rate for your SMSF Loan, calculating your potential repayments, or just beginning to explore the idea of using your super to buy an investment property, I am here to help.
My commitment to your success is reflected in every step of the SMSF Loan application process, ensuring your pursuit of property investment through your SMSF is both profitable and compliant.