More and more people are taking advantage of managing their own financial affairs, especially in a time when some superannuation returns are not meeting investment expectations.
Customers are looking for ways to build wealth for their retirement and they're turning to their brokers to assist in funding property purchases within their SMSF.
We have over a decade of experience supporting brokers writing SMSF. Whether it’s your first SMSF deal, or you're a veteran, we're here to make the process as smooth as possible for you and your client.
Recent changes
- No liquidity requirement
- No minimum asset requirement
- Short form documentation process for the Reset and Refresh product (refi)
- Projected contributions for servicing
Product features
- No annual reviews
- No revaluation
- 30 years terms with 5 years I/O
- Resi valuation through Valex
- GST funding
- Great solutions for customers with complex structures
Reset & Refinance
- R & R Simplified Credit Process delivers a fast refinance for individual SMSF loans.
- R & R for Multiple Loans delivers a reduced fee structure for refinancing multiple SMSF loans.
If SMSF is something you would like to know more about or if you have a deal that we could discuss, please reach out any time.
