Industry or Sector: Professional Services and Information Technology
Deal Type: SMSF Purchase
Client Situation
A long‑term client working as a contracted technical business analyst wanted to acquire another investment property using his Self‑Managed Super Fund (SMSF).
Although he already owned multiple properties, he was unsure about:
- how SMSF lending works
- what structure was required
- how borrowing capacity is assessed inside super
- what compliance rules apply
He needed clear guidance and confidence before proceeding.
Our Solution
We stepped in to simplify the entire SMSF lending process. This included:
- educating the client on SMSF borrowing rules
- explaining how lenders assess SMSF income, buffers, and contributions
- recommending a lender well‑suited to his risk profile and investment strategy
- providing end‑to‑end support from structure → assessment → settlement
Our approach made the process smooth and straightforward, allowing the client to confidently move ahead with purchasing the property through his Super fund.
Outcome
- Client successfully used Superannuation to acquire a new income‑producing property
- Investment added diversification to his retirement portfolio
- Deal was completed with zero disruption to his existing personal properties or lending structures
- Reinforced a strong long‑term relationship due to another seamless experience
Client Reflection
“I’ve worked with the team across multiple personal and SMSF loans. They make complex lending structures simple.”