Self Managed Super Fund Loans | Mortgage Broker Croydon, Lilydale, Park Orchard & surrounds

An SMSF property loan can be a great tool for building wealth, but it’s not as simple as taking out a regular loan. With specific rules, structures and lender requirements, securing the right loan is key to making your investment work in the long-run. As your local Mortgage Broker in Croydon, I’m here to guide you through the SMSF lending process and find a competitive deal that meets compliance requirements.

Your local SMSF Lending expert - Rob Csik

My 20 years of finance and lending experience is especially valuable when it comes to SMSF lending, where strict rules and lender criteria apply. I know what lenders look for and how to structure a loan that meets both compliance requirements and your investment goals. I make my clients secure a competitive solution that works for their fund.

Here's what I can offer:

• Access a range of SMSF loan options: I’ll compare SMSF loans from over 35 lenders, considering rates, structures and features to find a solution that suits your fund’s long-term strategy.

• Stay compliant: SMSF lending comes with unique regulations. As an expert Mortgage Broker, I’ll help you understand the requirements and ensure your loan is correctly set up to meet lender and ATO guidelines.

• Manage the process from start to finish: Whether it’s structuring your loan, coordinating with lenders or explaining complex terms like LRBAs, I’ll take care of the details and keep things moving smoothly.

• Collaborate with your financial advisers: I'll work alongside your accountant, financial adviser or solicitor to ensure your SMSF loan aligns with your super fund’s overall investment and tax strategy.

 

 

Start strong with an SMSF expert

With 20 years of finance and lending experience, I understand the complexities of SMSF lending and the requirements involved. I'll help you structure your loan correctly and compare lender options, soy ou can focus on growing your retirement wealth.

Get in touch with Rob

  

Is an SMSF loan right for you?

SMSF property investment isn’t for everyone, and strict lending criteria apply. Before taking the next step, it’s important to consider:

• Do you have enough superannuation funds to meet lender requirements?
• Does your investment strategy align with SMSF property ownership?
• Are you aware of the legal and tax obligations involved?

 

Let's chat about your options

Whether you’re ready to take the next step or just want to explore your options, I’m here to help. I offer expert loan support by phone, video, or in person across Croydon, Lilydale, Park Orchards, Wonga Park and wider Victoria. 

Call Rob Csik on 0433 048 228 or contact us below.

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