SMSF Loans

Purchase property in your SMSF with an SMSF Loan

SMSF loans are a way for those managing their own superannuation through a Self-Managed Super Fund (SMSF) to invest in property. This route can significantly enhance your retirement portfolio by not only diversifying your investments but also potentially providing you with a stable income through rental returns and capital growth over time. However, navigating the complex world of SMSF loans can be daunting without the right expertise at your side.

That's precisely where My Mortgage Concierge steps in. Our expertise in SMSF loans sets us apart, making us the ideal partner for your investment journey. We understand that every SMSF is unique, with its own set of financial goals and strategies. Thus, we pride ourselves on providing tailored advice that aligns with your specific needs. Our team is well-versed in the intricate regulations and compliance requirements surrounding SMSF loans, ensuring that your investment strategy remains not only viable but also compliant with current legislation.

Choosing My Mortgage Concierge means partnering with a team that is dedicated to maximising your fund's potential. We navigate the complexities of SMSF loans on your behalf, providing clear, concise guidance and support throughout the entire process. Our commitment to personalised service ensures that your investment experience is smooth, successful, and tailored precisely to your investment goals. With us managing the intricacies of SMSF loans, you can focus on what's most important – securing a prosperous financial future.

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Getting an SMSF Loan

Initial Consult

Have a chat with one of our qualified Brokers who will understand your situation and talk you through the next steps.

SMSF Fact Find

We'll work with you to understand a bit more about your situation (including your financials, assets etc.) to make sure you will qualify for your SMSF Loan.

SMSF Loan Approval

We'll work to find an appropriate lender for your SMSF Loan, taking into account your situation and loan type. We'll then handle the paperwork to get your SMSF Loan approved.

Book Appointment

Our Latest Reviews

Dominic

I had a wonderful experience with Rebecca. Constantly kept updated, in the loop, she was extremely detailed and very understanding of any questions. Highly recommend

johnny campos

I can’t recommend Rebecca and her team at MY MORTGAGE CONCIERGE highly enough. They recently helped me get a $50,000 loan approved and settled, and the entire process was smooth, efficient, and stress-free from start to finish. Rebecca has been my mortgage broker for many years and looks after several loans across my property portfolio. Her knowledge, attention to detail, and genuine care for her clients are outstanding. She consistently goes above and beyond to find the right solution and explain everything clearly. I’ve already recommended Rebecca to several friends, and they have all been extremely happy with her service as well. If you’re looking for a broker you can trust long-term, MY MORTGAGE CONCIERGE is the team to go with.

Yiorgos Crespis

Rebecca and the team at My Mortgage Concierge went above and beyond in helping us with our refinance and second home purchase. Their service was exceptional, and I couldn’t recommend them more highly.

Jane Saliba

I can't recommend Rebecca Morgan and her team enough. Rebecca has helped me refinance twice now and as a single parent, that's not always easy! Nothing is too much trouble, but most importantly, I trust that she's always providing me with the best rates and products around. She's experienced, makes the process clear and easy and her follow up is great. Highly recommend her services.

Sam Ryan

Rebecca & Sab were great. They helped us purchase our first home, guided us through all of the complex details and made our lives easy. Would recommend.

Mary Ryan

Rebecca is a real gem. Honest straightforward, strategic and smart. Not only has she supported us in securing and managing our loans to our benefit she has now just done the same for our son. Highly recommended if you want someone whose advice and knowledge you can trust.

We work with Australia's biggest lenders

Frequently Asked Questions

Are all your Mortgage & Finance Broker licensed and accredited?

All of our Mortgage & Finance Broker are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.

Can you help first home buyers get their first home loan plus access any grants and incentives?

We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant (FHOG) and the various stamp duty exemptions available.

Can you help with our home loan and investment loan?

Yes we can! We have experience arranging all kinds of loans including home loans, business loans, investment loans, lines of credit, commercial loans and equipment finance. We are accredited with a range of lenders who can provide solutions to suit your needs.

Does My Mortgage Concierge help self employed borrowers get a loan?

Yes, we often work with self-employed borrowers. Our brokers have a great understanding of tax and business financials. We work closely with our in-house accountants and our client's accountants to provide solutions for self-employed borrowers. We often arrange loans for companies, trusts, sole traders, SMSF and partnerships.

Does My Mortgage Concierge charge any fees, or are any hidden costs when getting a loan?

We don’t usually charge for our services as we are paid a commission by the banks. All fees and commissions will be fully disclosed to you before any loan application is prepared. We also run through the other costs of arranging a loan and buying a property such as Government charges and fees.

Who owns My Mortgage Concierge, and are you a part of a franchise?

The business is family-run and owned independently of any franchise. We aggregate through Connective Lender Services Pty Ltd.

Request a Callback

Name

Phone Number

Email Address

Homebush West, NSW

02 8014 4443

Further Information

Services

Sattout Accounting Services Pty Ltd ABN: 16 115 135 656. The Brokers are authorised credit representatives of Sattout Accounting Services Pty Ltd Australian Credit Licence 392736

Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.