SMSF Finance Experts
Self Managed Super Fund Finance takes experience.
Access better SMSF Finance Solutions for your scenario.
Are thinking about purchasing or refinancing residential, commercial or other investment property through your Self-Managed Super Fund (SMSF)?
SMSFs can be an effective vehicle for saving for your retirement. SMSFs, however, have significant differences to traditional superannuation structures.
An SMSF requires careful and specific advice to ensure there is ultimately a benefit over the long term to justify the additional time and cost invested in their ongoing management.
We can guide you through the process and help to understand your options.
- When you are ready to transact, please complete the Preferences Form in our SMSF Finance Guide
- Speciality in-house software consolidates your credit submission for better outcomes
We have a depth of experience with regional financing options.
SMSF Finance Guide
Our Self-Managed Superannuation & Property Investment Guide addresses many of the decisions you may need to make to optimise your retirement planning or investment strategies.
UNDERSTANDING YOUR PREFERENCES
We approach mortgage and commercial finance as a mutual responsibility between us as the adviser and you as the client. We strive to ensure clarity about your goals and objectives to determine what lending structure is suitable for your circumstances.
To begin, we have provided additional information that you can review to deepen your financial knowledge and can help you communicate your thoughts clearly to us.
How We Work
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Our commercial finance advisory services are remunerated on a commission or fee basis as outlined in our Credit Guide.
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We hold a variety of accreditations with a range of commercial credit providers that service a range of customer scenarios.