Getting a loan for a self-managed super fund (SMSF) can be complex. This guide will help you understand more about SMSF fixed-rate loans for property or asset acquisition. Can SMSFs Get Fixed Rate Loans? Yes, self-managed super funds can secure fixed-rate loans, depending on the lender. Fixed-rate … [Read more...] about Can SMSFs Get Fixed Rate Loans?
15 years ago, we saw the need in a growing market for lending experts who specialise in SMSF. Our team now combines years of experience through every aspect of self-managed super funds. Together, we organise more limited recourse borrowing arrangements (LRBA or SMSF loans) in a week than most other brokers or bank branches in a year. Here we share some of our insights as well as SMSF news with you.
Our expertise has been sought by and seen in Australian Broker, the Herald Sun, Money and Mamamia.
Managing your retirement fund requires careful financial planning and strategic investment decisions. Self-managed superannuation funds (SMSFs) have become increasingly popular among Australians seeking greater control over their retirement savings. One of the essential aspects of managing an SMSF … [Read more...] about What is a Comparison Rate?
With inflationary pressure greater than most Aussies have seen since the 1990's, financial commentators have witnessed several changes in the behaviour of consumers, investors and SMSF trustees. A superannuation member's investment strategy will change to suit the changing environments across their … [Read more...] about Why Inflationary Pressures May Lead To More Downsizer Contributions to SMSFs in Australia
Managing one's retirement funds is a crucial aspect of financial planning. In recent years, self-managed super funds (SMSFs) have gained popularity among individuals seeking greater control over their retirement savings. However, many super fund members wonder if compensation payments received due … [Read more...] about Can You Contribute to a Self-Managed Super Fund From Compensation Payments?
The lead-up to retirement is an exciting time for anyone who's been in the workforce for decades. It's often a pinnacle point in every Aussie's life, yet one that can leave a few financial question marks looming overhead. A transition to retirement pension is used by many Australians to slowly … [Read more...] about A Quick Guide to Transition to Retirement Pension
Wanting to get the best out of your self-managed super fund isn't just admirable, it's the responsibility of SMSF trustees to ensure that they are working to build their fund members' retirement savings. If the next addition to your SMSF investment portfolio is direct property, then it only makes … [Read more...] about How to Get the Best SMSF Loan Structure for Your Self-Managed Super Fund
Thinking about your health, career, family, and finances is only natural as one year draws to a close, and another opens. Financial prosperity is often high on Australians' list of new year goals. With 2023 upon us, if one of your new year's resolutions is to improve your financial position, keep … [Read more...] about How Your Super Can Help Reach Your New Year Goal
With the Reserve Bank of Australia having recently effected its 8th rate rise, many self-managed superannuation fund trustees are looking at whether now is the time to refinance their SMSF loan. Should you be too? Refinancing your SMSF loan doesn't need to be an exercise filled with uncertainty or … [Read more...] about Refinancing Your SMSF Loan
The world of finance comes with many acronyms. Particularly when you're looking at your superannuation options, understanding the long list of acronyms you'll come across can take some time. If you've heard of APRA funds, and are wondering what they are, read on. We provide a brief guide on what an … [Read more...] about What Is An APRA Fund?
An exciting trend that has recently emerged may help fight the gender gap in retirement savings; more and more of Australia's young women are taking greater financial control over their superannuation by opening a self-managed super fund! Find out more below about the benefits of SMSF ownership and … [Read more...] about The Rise of Women Investing in SMSFs