Private Wealth · Commercial

Invest in property
through your SMSF.

SMSF property lending is one of the most complex areas of finance — and one of our genuine specialities. We help trustees understand the rules, select the right lender and structure the loan correctly from the start.

Overview

SMSF Lending

Borrowing inside a self-managed superannuation fund (SMSF) requires a Limited Recourse Borrowing Arrangement (LRBA). The rules are specific, the lender panel is narrower, and the documentation requirements are significant — this is exactly where having a specialist broker matters most.

Residential SMSF lending
Purchase residential investment property inside your SMSF with the right structure and an experienced lender.
Commercial SMSF lending
Business owners can purchase their own commercial premises inside their SMSF — with specific tax advantages.
LRBA structuring
We ensure your Limited Recourse Borrowing Arrangement is correctly structured and compliant from day one.
Trustee guidance
We explain the rules clearly — including sole purpose test, related party rules and what's in and out of scope.
How we can help
01
Review your SMSF structure
Trust deed, member numbers, existing assets and investment strategy — we assess your readiness.
02
Confirm lender eligibility
SMSF lenders have specific requirements. We identify who will approve your fund before you apply.
03
Structure the LRBA
We work with your accountant and solicitor to ensure the borrowing arrangement is compliant.
04
Manage to settlement
SMSF settlements require additional coordination — we handle all of it on your behalf.
Book a free consultation
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SMSF property?

No obligation. Just a genuine conversation.