Home Loans

Refinance the loan inside your SMSF.

We review your existing SMSF lending and help you find an option that better suits the fund and where it's heading.

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WHO IT'S FOR

Is your SMSF lending structure still relevant for your needs today?

  • Your SMSF property loan has been in place for a few years and hasn’t been reviewed.
  • Your current SMSF lender has changed terms, fees, or appetite for SMSF lending since you took the loan.
  • You’re considering buying another property inside the fund and want the existing loan reviewed first.
  • You’ve been told by your accountant or planner that the lending side needs a fresh look.
  • The structure has worked so far, but the fund is in a different position now than when the loan was set up.

How we help

A proper review of your existing SMSF lending.

We review your existing SMSF loan and compare it against what’s available across our panel — looking at your current rate, fees, structure, and lender. We explain the trade-offs in plain language, including what refinancing would actually cost and whether the move makes sense for your fund.

How it works

From first chat to your SMSF loan working harder, we've got you covered.

01

We Chat

Tell us about your existing SMSF loan and what you’re trying to achieve: the fund, the property, the lender, and the structure.

02

We Plan

We search across our specialist lending panel and walk you through the refinance options that fit your fund, with costs and trade-offs explained plainly.

03

We Guide

We handle the application, manage the lender, and work toward settlement on your new loan. You stay focused on the fund; we’ll handle the process that gets you there.

Get Started

Find out if your SMSF loan is still the right fit for your fund.

Our brokers are here to review your existing SMSF lending, compare what’s available across our panel, and help you decide whether refinancing makes sense. The consultation is free, there’s no obligation, and you’ll walk away with a clear picture of your options.

Start the conversation