|
SMSF Loans undertakes to provide a collaborative engagement with industry professionals to provide a seamless mortgage solution to SMSF trustees.
We call this Integration and we undertake to maintain the highest professional and ethical standards in assisting industry professionals (financial planners, accountants, SMSF fund administrators and finance brokers) to execute mortgage transactions for their SMSF Trustee clients.
We consider ourselves a trusted lending specialist in support of SMSF Professionals. The primary reason for this is our expertise. But equally important is our approach to supporting your Client relationships. We understand how important relationships are and how necessary it is for you to protect your Client base.
This is why we have an 'unbundled' approach to our service provision. We are firmly committed to the premise that you are our Client and we are executing a transaction on behalf of your Client ~ not forming a relationship with them.
For further information please review the Guide to our Services.
SMSF Loans currently enjoys a reputation for expertise and generosity when it comes to sharing its experience in this specialised lending market with accountants, planners, fund administrators and property marketing professionals. To see what other Professionals are saying please review our Testimonials Page.
You may find the following download-able resources of interest:
Consumer Guide to SMSF Borrowing
Advisor's Set-up Guide
We are engaged in building on-line tools that our colleagues and partners in the SMSF industry will be able to use to provide analysis for their clients’ individual situations. Optimising the gearing structure for property assets within an SMSF is critical to the success of the strategy. The ability to model investment outcomes; to compare the same investment inside and outside super and to measure sensitivities as part of a risk management program – all these things require a lot clearer focus than is currently available to many trustees.
If you are interested in finding out more about working with SMSF Loans and you would like to register your interest to obtain a login to our impending Adviser Resource Centre, please CLICK HERE or call 1300 485 243.
You may also find some of the following pages relevant to your needs:
Accountants
Financial Planners
Fund Administrators
Property Professionals
Mortgage Brokers
Newsletter Registration
|
1300 485 243
