
Self-Managed Super Funds (SMSFs) can provide investors with greater control and flexibility over their retirement savings, however SMSF lending and property transactions involve complex rules and specialist lending requirements.
Recent changes to the SMSF lending landscape mean it is more important than ever to obtain appropriate advice before entering into a property transaction or finance arrangement. While existing SMSF borrowing arrangements may continue under the applicable transitional and grandfathering provisions, restrictions now apply to new borrowing arrangements for the acquisition of residential property.
Our experienced team can help you understand the available finance options and connect you with the appropriate lending and professional advice for your circumstances. We work alongside accountants, financial advisers, solicitors and other specialists to help ensure your proposed structure and finance strategy are considered carefully.
Whether you are reviewing an existing SMSF loan, refinancing an existing arrangement or exploring eligible SMSF investment opportunities, we can help you navigate the lending process.
FINCEPTION PTY LTD TRADING AS FORMAL FINANCE IS A CREDIT REPRESENTATIVE (521814) OF BLSSA PTY LTD ACN 117 651 760 (AUSTRALIAN CREDIT LICENCE 391237)