Self Managed Super Fund Borrowing

Under new Government legislation your clients now have the ability to purchase an established property for investment purposes under their self managed superannuation fund.

This adds diversification to your client's investment strategy within their SMSF.

Lonsdale Finance Choice will help guide through this process with a variety of lenders and lending options. The documentation required for this type of finance is quite extensive therefore Lonsdale Finance Choice recommends Topdocs to support with their SMSF borrowing documentation services.

Topdocs SMSF Borrowing Services

Topdocs is amongst the most experienced providers of Super Fund borrowing documentation in the
market-place, having been active in Super Fund borrowing documentation since the 2007 legislative amendment broadened an SMSF's ability to borrow.

Having been involved in the settling of many hundreds of property transactions, the Topdocs' borrowing suite has been consistently monitored and refined to suit the needs of all the major lenders. Topdocs work closely with Lonsdale Finance Choice to ensure the borrowing process proceeds smoothly.

Topdocs can assist your clients with the right documents, the right price, and the right advice. Topdocs Super Fund borrowing documentation can be used for both bank lender and related party lender transactions and comes with full legal signoff.

Advantages of using Topdocs for your client's SMSF Borrowing documents include:

  • Experience - Topdocs have provided the documentation for hundreds of SMSF loans for all of the SMSF lenders as well as related party loans;
  • Full Range of SMSF Borrowing Documents - Topdocs provide the SMSF Establishment or Deed Update, Corporate Trustees, SMSF Bare Trust, SMSF Related Party loan documents and SMSF Investment Strategy documents;
  • Guarantee - Topdocs' documents are approved by all of the major bank lenders and they guarantee their suitability;
  • Legal Oversight - Topdocs supply individual letters of legal oversight from Topdocs Legal Pty Ltd for the SMSF Custodian (Bare) Trust confirming it meets the SIS legislation requirements;
  • Personal Attention - Topdocs not only provide the documents but 'hold your hand' through the SMSF borrowing process with the general advice from our SMSF, Legal and documentation team included in the price;
  • The Right Price - Topdocs provide discounted document prices for Accountants and other professional Advisers.

 

Following are some useful documents on SMSF borrowing:

 

Contact Lonsdale Finance Choice for more information on Self Managed Super Fund borrowing.

SMSF Borrowing

If you are interested in discussing any of the above services, please complete your details below and an SMSF Borrowing Specialist will contact you shortly.
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