SMSF Loans

We provide our expert advice and services on what to do when purchasing a property within your Self Managed Super Fund.

Newcastle, Maitland & Forster Mortgage Broker

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.

Home Loan Calculators

How to get a loan through us – 3 easy steps!

1. See if we’re a good fit

Get in contact with us by phoning, booking a meeting, filling out our contact form or dropping in-store.

2. Meet with us

In our meeting we can determine what you need and the best options our experts suggest.

3. Start Home Hunting!

We’re with you every step of the process, ensuring you are getting the best home loan possible.

Considering an SMSF Loan?

Check out some of our informational videos below or contact us for more information.

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Talk to one of our experts!

Book a meeting with us today to discuss your financial needs.