Free guide
The SMSF Lending Guide.
What borrowing inside a self-managed super fund involves, the responsibilities that come with it, and how to approach it properly with your advisers.
What's inside
Five chapters, no shortcuts.
01
What SMSF lending is
How borrowing within a self-managed super fund works, and how it differs from lending in your own name.
02
Rules and responsibilities
The obligations that come with trustee-hood — and why they deserve respect before enthusiasm.
03
What lenders look for
The smaller panel of SMSF lenders, and how they assess a fund's capacity to borrow and hold.
04
Structuring with your advisers
Why your accountant and financial adviser are essential to the decision — and how we work alongside them.
05
Ongoing obligations
What holding property in super means year to year — reviews, records and staying compliant.
Why we wrote it
Super deserves extra care.
SMSF lending can be a powerful strategy for the right fund — and the wrong fit for others. This guide helps you have a properly informed conversation with your advisers before any decisions are made.
Request your free copy.
Tell us where to send it and we'll email it over — no strings, no spam.
