Self Managed Super Fund (SMSF) Lending | Mortgage Broker Hope Island & Sanctuary Cove

Using your Self Managed Super Fund to invest in property could give you access to some fantastic tax benefits, but it's important that your loan lines up with your strategy. As your local Mortgage Broker in Hope Island, I'm here to advise and support you through the journey.

Investing through your Self Managed Super Fund

Having control over your super fund and making all the investment decisions can be exciting, but it can also be challenging. There are a lot of boxes to tick! However, there are several advantages to holding property inside an SMSF, as opposed to owning it in your own name. 

As your local Mortgage Broker in Hope Island, I can help you navigate the process and figure out the lender, loan option and structure that will suit your fund and investment.

Here's how I support my SMSF clients:

• Personalised strategy: One of the most important parts of my job is putting together a strategic plan to get you to where you want to go. I'll look at your super fund finances and match it with a loan option that will provide a solid foundation for future returns.
• Research and comparison: As your local Hope Island Mortgage Broker, I do all the shopping around for your SMSF loan from a quality range of specialist lenders. I know which ones have a great range of options for SMSF investors and have the experience to negotiate a competitive deal.
• Legwork and admin: There's a lot of work that goes into an SMSF investment and strategy. Leave the finance to me! You can spend your time focusing on the other moving parts of the investment, like the property, super requirements and tax eligibility.
• Working as a team: I'll work with your other advice providers, like your financial adviser or accountant, to ensure that our lending strategy fits into your investment plan for the future and allows you to take the next step.

There are a few things to keep in mind

While SMSF property investment can be an effective tool to build wealth for retirement, there are a few key things to keep in mind. Many banks steer clear of SMSF lending because they find it harder to recoup if things go south. But that doesn't mean we don't have plenty of lenders to choose from - it just means that having an expert by your side who knows where to look can be particularly valuable.

 

 

Your local Hope Island Mortgage Broker

There's a lot to consider when it comes to SMSF lending, not to mention trying to find a lenders that offering a competitive, market leading investment loan. Let me do all the research and negotiation for you!

Find out more about Georgia

 

I'm here to support your goals

Simply let me know what you're aiming for with your SMSF investment and I'll start on a loan strategy to get you there. I'm available to meet by phone or video, or I can visit you in person throughout Hope Island, Sanctuary Cove, Coomera and surrounds.

Let's get started! Call me directly on 0477 322 225 or book a call back below.

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