SMSF Lending
Leverage your super to invest in property — with clarity and confidence.
For professionals and high-net-worth families, an SMSF loan can be a powerful way to diversify retirement wealth through direct property investment. As a specialist in SMSF lending, I can help you navigate the complexities of SMSF lending with precision, ensuring your loan is structured for compliance, control, and long-term growth.
This isn’t just lending — it’s strategy, structure, and long-term thinking.
How I can help
SMSF loan structuring
I guide you through compliant borrowing arrangements and coordinate with your legal and financial team
Lender Navigation
I match your SMSF with lenders experienced in superannuation property loans, ensuring competitive rates and terms
Bare Trust & compliance support
I work alongside your accountant, financial planner and other professionals to ensure correct setup and avoid costly mistakes
Cash flow & investment review
I help ensure your fund can service the loan sustainably while maintaining your broader investment strategy
Get started with a conversation today
What is SMSF Lending?
SMSF lending involves using your self-managed super fund to borrow and purchase investment property. The property is held in a special legal structure called a Bare Trust, and the loan must comply with strict ATO and lender rules.
It’s a strategy best suited to:
- High-income professionals with strong super balances
- Clients looking to diversify into residential or commercial property
- Long-term investors comfortable with superannuation structures
- Those with a trusted accountant and/or financial adviser in place
Why have clients chosen me to help with their SMSF Lending needs?
With over 22 years in financial services, I understand the intersection of lending, regulation, and retirement planning. I don’t just broker SMSF loans — I build strategic solutions that support your future.
