SMSF Lending | Mortgage Broker Sunbury, Gisborne & Caroline Springs

Using your Self-Managed Super Fund (SMSF) to invest in property can be a smart way to grow your retirement wealth, but it’s not always easy to navigate on your own. That’s where I come in. As an experienced Sunbury Mortgage Broker, I’m here to guide you through the ins and outs of SMSF lending so you feel in control from the get-go.

Why use your SMSF to buy property?

Investing in property through your Self-Managed Super Fund (SMSF) can be a smart way to build long-term wealth and boost your retirement savings. It’s a strategy that offers more control over how your super is invested. Plus, SMSFs can benefit from tax advantages, which can make it a more efficient way to grow your nest egg. Just like any investment, it’s important to make sure it’s the right fit for you.

How I help with SMSF lending

Getting a loan through your SMSF isn’t the same as getting a standard home loan; it comes with different structures, stricter lender requirements and more complex rules. As your Mortgage Broker in Sunbury, I’ll help you make sense of it all.

I offer:

• Straightforward support: As an experienced Sunbury Mortgage Broker, I bring industry knowledge and SMSF technical know-how to the table. I'll search through a wide range of lenders and match you with a lending option that suits your fund's needs and your retirement goals.

• Specialised advice: SMSF lending comes with its own rules and structure, which is why I take the time to explain everything in easy-to-understand language. From borrowing limits to fund setup and lender requirements, I’ll guide you through it step by step.

• End-to-end support: From structuring the loan correctly to working with your accountant or financial adviser, I’ll take care of the details so you get the outcome you need - without the fuss.

 

 

Expert help with your SMSF loan

Using your SMSF to buy property is a powerful way to build wealth and have more control on how your super is invested. But it's tricky to navigate! I'll guide you through the process so you can make decisions that work with your retirement goals.

Book an appointment with Alana

 

FAQ: Can I use my SMSF to buy residential property?

Yes, but there are some important restrictions. For example, the property must be for investment purposes only, meaning you or any related parties cannot live in it. Additionally, the property must meet certain criteria, such as being an asset that aligns with your SMSF's investment strategy and adhering to all legal requirements. If you're considering this option, it's crucial to get expert advice to ensure you're compliant with the rules.

 

Start your journey today

• I want to buy a home

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• I want to buy an investment

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• I'm considering refinancing

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Real support, when you need it

I make it easy to get the SMSF lending support you need. No matter where you're located, I'm happy to chat by phone or video. If you'd prefer to meet in person, I can meet you at a place that suits you in Sunbury, Gisborne, Caroline Springs and surrounds. 

Call Alana Joynes on 0455 021 015 or book an appointment below.

Call: 0455 021 015  Book an appointment