Our team works closely with a panel of specialist lenders who offer flexible SMSF lending solutions.
At Financio, we understand that investing in property through a Self Managed Super Fund (SMSF) is a powerful strategy for building long-term wealth and securing your retirement. However, it also comes with unique complexities. Our role is to simplify this process and provide clear, structured guidance tailored to your fund’s objectives.
Our team works closely with a panel of specialist lenders who offer flexible SMSF lending solutions. This includes access to high loan-to-value ratio (LVR) options in select scenarios, along with minimal liquidity requirements, subject to lender assessment. We structure each loan carefully to align with your fund’s position, contribution strategy, and long-term investment goals.
We take a comprehensive approach by assessing your SMSF’s financial position, including contributions, rental income potential, and overall fund strength. This allows us to recommend lending solutions that are not only competitive but also compliant and sustainable over time.
Financio’s expertise extends beyond simply arranging finance. We assist in coordinating with your accountant, financial planner, and solicitor to ensure the structure — including bare trust arrangements and ownership setup — is correctly established from the outset. Our goal is to help you avoid costly mistakes and ensure a smooth acquisition process.
We also understand that SMSF lending can vary significantly between lenders. Through our strong relationships and in-depth policy knowledge, we are able to identify opportunities where flexible terms may be available, including scenarios that fall outside standard lending criteria.
Throughout the journey, we maintain clear and transparent communication, guiding you from initial strategy through to settlement and beyond. Our commitment is to ensure your SMSF property investment is structured correctly, aligned with your long-term objectives, and positioned for success.vÂ
