
SMSF lending sits at the intersection of credit, super and tax. We work alongside your accountant and financial adviser to put a compliant Limited Recourse Borrowing Arrangement in place, with a lender comfortable with your fund's structure.
We confirm fund readiness, deposit position and the lending parameters available.
We coordinate with your accountant and financial adviser so the structure is compliant end-to-end.
We compare SMSF-friendly lenders on rate, LVR, liquidity rules and ongoing policy.
We manage the LRBA documentation, bare trust setup and settlement timeline.
Periodic reviews to keep the loan aligned with fund strategy and rate movements.
Model weekly, fortnightly and monthly repayments across different loan amounts, rates and terms.
Complimentary, no obligation. We'll listen first, give you a clear view of your options, and only suggest a next step if there's a genuinely good one.
Book a strategy session