Don't apply for an SMSF loan without checking this first!
Overdue returns result in a 'non-complying' status on your clients SMSF, impacting approvals for home loan applications. Any SMSF trustees 2023 tax returns not completed after 15 May 2024 will be impacted, so it's important to check the status BEFORE lodging your application to avoid delays or disappointment.
PLUS, now’s the time to reach out to your accounting partners and SMSF clients to review their interest rates, potentially putting thousands of $ back into their retirement.
With Connect Elevate you have access to experienced BDMs and SMSF lending specialists, supported by fast approval processes, providing certainty to you and your customers.
Get in contact with your CHL BDM if you would like to learn more about Connective Elevate’s products or to workshop a deal.
