Amount of loans settled

$100m

Satisfaction Rate

98%

Our Success Stories: Loan within Self Managed Super Fund (SMSF)

Client : Self Managed Super Fund (SMSF)

Our Services :Our client, an SMSF, intended to purchase a property within the SMSF. Client decided on a property, and we sought and obtained approval on a loan with one of our network of Lenders to SMSFs. Subsequently, there was a change in property - with the new property having a higher purchase price and lower rental than the first. We negotiated both new circumstances with the same lender and succeeded in obtaining approval for the new higher priced and lower income producing property, with minimal adjustments in rate. Amount: $680,000; LVR: 74.3%; Interest Rate 6.44%; Term 30 years.  

Our Advantage : Successful negotiation with lender through material changes in the proposal and Risk Profile.

Testimonials

Our Lenders