Initial specialist review
Is Your SMSF Lending Scenario Ready for an Initial Specialist Review?
For business real property purchases, existing SMSF loan refinancing and complex SMSF lending scenarios. Get clarity on the lending factors to consider before committing to a contract or lender application.
What this initial review considers
Commercial SMSF lending is not one-size-fits-all. We start by understanding the property, structure and lending issue before you invest time in a lender application.
Property and transaction context
Whether the scenario relates to business real property, an existing SMSF loan or a more complex transaction.
Lending factors
Structure, servicing, liquidity, valuation, lease and lender-policy factors that may affect available pathways.
Appropriate next step
Whether a further conversation, professional advice or a lender application review is appropriate.
No credit check at this stage. No obligation.
Initial review only—subject to lender policy, valuation, structure and full assessment.
Start your scenario assessment
Tell us the basics. Please do not include account numbers, identification documents or detailed financial statements at this stage.
Prefer to speak with us first?
You can book a time through our online calendar or call us directly. A conversation is often the best first step where a scenario is not straightforward.