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SMSF Loans embraces a philosophy of advice-based property investment.
We believe in an “open architecture” where we work with financial planners to assist their clients meet their investment goals. This is a two way street. When potential borrowers approach SMSF Loans directly, we need to leverage our relationships with financial planners to ensure that their fund’s investment strategy is up to date and suits their goals and we need to ensure that they have received a Statement of Advice (SOA). Prudent Lenders will insist that appropriate financial / taxation advice has been given to Trustees ~ but SMSF Loans will not, for obvious reasons of potential conflict, provide that advice.
If you are a planner with a holistic approach to advising your clients that includes direct property investment and Self Managed Super Funds, we invite you to contact us to discuss how we can work together to provide a seamless customer service.
To register an expression of interest please CLICK HERE.
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