Self Managed Superannuation Fund loans (SMSF)

We are able to assist clients who wish to purchase property via their SMSF along the following guidelines:

1. A residential investment property (purchased from arm’s length vendor)
2. A non-residential/non-specialised (commercial and rural) property:

               - May be purchased for full value from related parties  / own business premises OR
               - 3rd party vendors for investment purposes


The process of entering into the SMSF purchase, including borrowings to fund the purchase, requires a number of very important steps, utilising the client’s key advisors: 

• Accountant, Financial Planner, Solicitor, and Mortgage Broker.
  

SMSF Lending – Process Guide

We have developed a SMSF Lending - Process Guide which details the “key steps” and “points in time” where each key advisor is required, providing both the client and key parties:

·        A sound and thorough understanding of the process by all related parties
·        Ensuring that all legal / financial requirements have been met
·        Ensuring that the client’s SMSF and members of the Fund adhere to relevant SIS Act
         requirements
·        Ensures a smooth and efficient purchase and funding process.