More and more Australians have been taking advantage of exercising increased control over their own financial affairs, especially in a time when some superannuation returns may not necessarily be meeting investment expectations.
Consequently, being able to offer SMSF lending solutions provides a significant opportunity for brokers who are looking at the benefits of diversifying.
We have over a decade of experience supporting brokers writing SMSF loans. 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.
SMSF Niches
- Automatic SMSF accreditation through the Relationship Manager team.
- Use Property Hub to order an upfront valuation (cost paid at settlement) for Residential SMSF loans.
- No SMSF minimum asset requirement and no set liquidity requirement pre or post settlement.
- LVRs up to 80% for houses and 75% for apartments in capital cities and major metro areas and 80% for commercial.
- Newly established SMSFs with projected and increased contributions accepted.
- No annual reviews, ongoing fees or revaluations.
- Fast approvals and settlement, no red tape or jargon.
SMSF Offers
Ask me about how our SMSF Reset & Refinance (R&R) can help you deliver great outcomes for your clients.
- R & R Simplified Credit Process delivers a fast refinance for individual SMSF loans.
- R & R for Multiple Loans a reduced fee structure for refinancing multiple SMSF loans is available by negotiation.
