Fund documents
SMSF deed, Bare Trust deed and trustee details.
SMSF Loans
SMSF Loans
For SMSF property purchases and related lending structure support.
Product Overview
SMSF loans are commonly used by self-managed super funds to buy residential or commercial investment property through a Limited Recourse Borrowing Arrangement. This area has higher requirements for trust documents, fund compliance and cash flow.
Suitable For
- Investors with an existing or planned SMSF
- Clients wanting to invest in property through superannuation
- Clients needing lender policy comparison for SMSF lending
Indicative Rate Range
Approx. 6.8% - 9.2% p.a.
SMSF lender choice is more limited. Rates and LVR depend on property type and fund structure.
Document Checklist
Financial documents
Fund statements, member contributions, rental estimates and cash balance.
Property documents
Contract, valuation, lease or rental assessment.
Loan Process
01
Structure review
Check SMSF and bare trust documents.
02
Lender matching
Compare lenders that support SMSF loans.
03
Submit for approval
Provide fund, member and property documents.
04
Settlement coordination
Work with solicitor, accountant and lender through settlement.
This page is general information only and is not a loan offer or financial advice.