Self Managed Super Fund (SMSF)

A Self Managed Super Fund (SMSF) loan is a loan used to buy residential and commercial property from a Self Managed Super Fund. The returns on the investment, whether that’s rental income or capital gains are channeled back into the super fund to increase your retirement savings.

From September 2007, SMSFs have had the ability to borrow funds to invest in either Residential or Commercial property. Since then the total value of SMSF loans in Australia has surpassed $72 Billion dollars with no sign of slowing down due to increasing popularity amongst Australians wanting to have more control and flexibility over their Super.

This space requires expert assistance to ensure you are equipped with right SMSF loan option, the correct entity structure and suitable property type. Having this process done correctly can save you thousands of dollars in initial costs and long lasting effects on your investment returns.

Servicing the Mornington Peninsula & surrounds, our expert brokers have extensive knowledge and experience needed to make sure your experience is a positive one!

SMSF Loans can be hugely beneficial. Call us today to see if a Self Managed Super Fund loan may be the right option for you!