Self Managed Super Fund Loans

Did you know that you can use your Self-Managed Super fund to buy an Investment property?

If you're eyeing a secure retirement plan, a Self-Managed Super Fund (SMSF) could be your solution. Unlike other super funds, an SMSF empowers its members as trustees, granting them greater control over their investment decisions. One intriguing investment avenue within an SMSF is property. As long as the investment aligns with your fund’s strategy and risk profile, you can utilise your SMSF funds to acquire investment properties.

Maximise Your SMSF Home Loan with Investors Mortgage

In today’s landscape, major banks have withdrawn from the SMSF home loan market, which means you might be paying more than necessary. This is the perfect time to explore competitive SMSF home loan refinancing options available elsewhere. Meet Investors Mortgage, an award-winning SMSF home loan specialist accredited with numerous leading lenders in the SMSF segment. We can guide you in expanding your SMSF investment portfolio or refinancing your SMSF loan for a more favourable arrangement.

Maximize Your SMSF Home Loan

Today, big banks are no longer offering SMSF home loans. You could be spending more than needed. It's a good time to check out better SMSF home loan options. Discover Investors Mortgage, a top SMSF home loan specialist with many trusted lenders in the SMSF field. We can help you grow your SMSF investments or improve your SMSF loan deal.

How SMSFs Operate

Your SMSF functions much like any other super fund. Contributions accumulate during your working years and are invested to build wealth, ultimately providing financial security in retirement.

Starting Fresh with a New SMSF

Yes, you can! If your accountant or financial planner establishes a new SMSF, you can apply for an SMSF loan. This requires demonstrating past contributions to your previous fund(s) and obtaining confirmation from your financial advisor that your fund is being rolled over to the new SMSF.

Property Selection for Your SMSF

When using your SMSF for property investments, follow strict guidelines: Property for investment, not development. Must be rented to non-family members. Cannot be used or sold by members. Commercial properties allowed for business use if compliant. One title per property in SMSF investments.

Unique Aspects of an SMSF Home Loan

SMSF property investment is distinct. It uses limited recourse borrowing with the property as collateral. SMSF manages finances, but lender can claim the property if SMSF can't pay. Credit history affects loan terms. Experts like Investors Mortgage can guide you effectively.

Bank look for 3 things

Deposit

Minimum 5% + Lender’s Mortgage Insurance (LMI)

Income & Expenses

Income from all sources can be included, depending on the lender chosen. Expenses include living expenses, repayments, credit limits, etc.

Credit History

Previous credit history and credit applications.

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