Lending arranged for family trusts and self-managed super funds, with lender requirements for these structures given the attention they need.
Overview
Borrowing through a trust or a self-managed super fund involves more moving parts than a standard home loan, including the trust deed, the fund's investment strategy, and lender-specific requirements for these structures. Lendwise Group works with clients who are borrowing through a family trust or arranging a limited recourse borrowing arrangement (LRBA) within their SMSF.
We don't provide financial planning, tax or legal advice, and we'll always recommend you work alongside your accountant, financial adviser and solicitor on the structure itself. What we focus on is finding a lender and loan structure that fits the arrangement your professional advisers have recommended.
We arrange the lending itself, but whether borrowing through your SMSF is appropriate is a financial advice question. We recommend confirming this with a licensed financial adviser before proceeding, and can work alongside them once a decision is made.
No, SMSF lending is offered by a more limited group of lenders than standard home loans, and the requirements can be stricter. We'll help identify which lenders on our panel are suited to your situation.
Typically the trust deed, details of the trustee, and financial information for the trust and its beneficiaries. We'll provide a full checklist once we understand your structure.
Send an enquiry
Share a few details for a complimentary, no-obligation lending consultation. Manish will be in touch, usually within one business day.
Manish Mishra, Director
22+ years in banking and finance, including more than a decade as a senior leader in banking. You'll speak with Manish directly.
Call 0408 987 547