Investment Loans and SMSF Loans
Our staff are very experienced when it comes to investment loans, we know how to structure your loans so they are easy to use and equally importantly, your accountant will have a clear understanding of the structure for taxation purposes.
Whether you are just starting out or you are a seasoned investor, we can discuss your short term goals as well as your long term ones and make sure you are comfortable with your investment strategy. We will then structure the loan to suit your needs.
Our investor clients are secure in the knowledge that once settlement has occurred, they are able to “set and forget” their loans with minimum maintenance needed.
Being a specialised area, we are very selective with offering SMSF loans as not only does the product have to be competitive, but we also look at the lender’s criteria as well to make sure our clients remain compliant. SMSF policy is reviewed regularly, therefore our criteria for our SMSF product is as well.
Our staff are happy to liaise with our clients’ solicitors and financial planners throughout this process, taking into account preferred loan terms and establishment of super funds and bare trusts.