Modern Office Building

SMSF Loans

Owner Occupied or Investment Purpose

Borrowing within a SMSF is more complicated due to the required legal structures, and who can provide the necessary sign off on your SMSF Investment Strategy for your intended purchase.


It also will be more expensive then a purchase outside a SMSF environment.


At Mandala Financial Services we understand SMSF, I am accredited with multiple SMSF lenders to ensure I can place the loan directly with the lender and conduct all my regular pre lending checks , rather then via a referral.


Working closely with  SMSF Accredited Financial Adviser I understand their overall strategy for you, and aligning the correct lending solution to that need. 

It is not a simple and quick transaction.


I am  happy to discuss your SMSF property purchase well before you find the ideal property, and make sure you understand the full purchase and finance costs, and check if  your fund will have the required liquidity, and net settlement levels to suit the various lenders.

I am able to work with you to apply for pre-approval as you start the SMSF property purchase journey to provide more certainty, or assist you if you have already signed a Contract of Sale or made an offer.

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