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Advice
SMSF loans is here to work with your existing advice team and ensure the lending transaction is progressed professionally and with the minimum of fuss. If you are already working with an adviser we will liaise with them and assist them to provide you with the best possible advice around this specialised lending arena.
If you do not yet have an adviser, you will find that all prudent lenders will require you to have taken financial and taxation advice independently of the lending transaction. Please see the Financial Advice section below if you would like assistance with this area.
Things you need to consider are whether investing in property through Superannuation is an appropriate investment strategy for you personally and whether you should leverage (borrow) to do that. If so, to what extent should you leverage. Finally, we will need you to be able to clearly articulate your position on granting personal guarantees or indemnities (for more information please see our Personal Guarantees page).
SMSF Loans Advice
SMSF Loans Pty Limited is the leading provider of general advice and assistance regarding SMSF lending products and selection of the appropriate loan and lender for your individual scenario. Whether you are an individual or an industry professional (accountant, adviser or property specialist) looking to assist your clients simply fill in the relevant Enquiry Form and one of our Accredited SMSF Loan Consultants will be in touch within four business hours.
For information on our Service Models and how we can assist you please CLICK HERE.
Please note that our SMSF Loan Consultants are accredited to provide general advice and assistance only with your lending needs. They will not offer financial advice nor will they make a recommendation on whether you should or should not use leveraged property investment through your SMSF to achieve your financial goals.
CLICK Here - to make a general enquiry
General Advice
Warning: We provide General Advice about SMSF lending products. We do not take into consideration your personal or financial circumstances, needs and objectives and will not provide a specific recommendation. You should seek independent advice from your accountant and/or financial planner in considering whether borrowing through your SMSF is appropriate to your circumstances, needs and objectives. You must undertake your own enquiries in determining if the structures involved in borrowing through a SMSF meet your requirements with regard to your legal position, investment strategies and taxation.
Financial Advice
If you are currently working with a financial adviser or accountant please include their details when you complete the Loan Enquiry Form. After having an initial discussion with you, our Consultant will contact your adviser/s to provide assistance and ensure that your ‘team’ of advisers are working together in your best interests.
If you do not have a financial adviser that you are currently working with then SMSF Loans can refer you to an appropriately qualified Adviser in your area or you can search for a SPAA Member in your area. SPAA is an industry body made up of Financial Planners and Accountants who specialise in providing Advice to SMSF Trustees.
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