Download your SMSF Lending Playbook
This resource should be at the top of your clients' reading list if they are building wealth through property within their SMSF. We have the ability to co-brand this comprehensive guide specifically for your clients, providing them with a distinctive touch.
Scheduling a partnership meeting
It’s worth noting that we are meticulous about choosing partners, seeking individuals who echo our commitment to delivering nothing short of exceptional service. If the idea of a mutually rewarding collaboration appeals to you, we extend an invitation to schedule a meeting and delve deeper into the realm of possibilities.
Ready to embark on this journey together? Book your meeting now!
Introducing Mortgage Advice Bureau
At Mortgage Advice Bureau, we've mastered the art of SMSF lending, propelling ourselves to the forefront of the industry. Our mission is clear: empower clients to build retirement wealth through property, all while advocating for elevated lending standards in the SMSF space.
Mortgage Advice Bureau is a leading mortgage broker brand in both the United Kingdom and Australia, winning over 150 international awards for exceptional advice standards through industry-leading brokers.
Mortgage Advice Bureau has successfully established itself as a prominent player in the realm of SMSF lending brokerages nationwide. Our expertise lies in assisting clients in their journey towards wealth accumulation for a prosperous retirement, with a particular focus on property investments.
Why Your Choice of SMSF Lending Partner Matters…A lot!
In an era where the financial services landscape is evolving rapidly, partnering effectively in the SMSF lending space is not just beneficial but also critical. Here's why:
Complexity Demands Expertise
The world of SMSF lending is intricate and demands specialised knowledge, skills, and qualifications that extend beyond the industry's current minimum education standards and accreditations.
Navigating these complexities requires a broker with a deep understanding of not only mortgage products but also the unique challenges and regulations associated with SMSF.
Protecting Consumers from Poor Advice
Having accumulated decades of experience in financial services, our organisation has observed the far-reaching repercussions of inadequate advice on individuals and families.
In the complex realm of SMSF lending, where the stakes are high, subpar guidance can result in severe financial and emotional consequences.
The industry is evolving… rapidly!
The broking industry is at a pivotal point in its evolution. Much like the financial planning industry before the FOFA reforms, the broking sector is transitioning toward greater recognition and professionalism.
To thrive in this evolving landscape you must partner with a brokerage that embraces efficiency and effectiveness at scale.
What to look for in an SMSF Lending Partner?
Only about 5% of active Australian mortgage brokers work in the SMSF lending space. Why? Simply because it is more complicated than typical mortgage lending and requires a specific form of expertise.
When choosing a broker for your SMSF borrowing needs, we recommend the following attributes as a minimum:
- A higher level of education Minimum Diploma Finance & Mortgage Broking
- 5 years + broking experience. Plus a strong finance/banking background
- A business at scale with full support team to deliver an outstanding client experience.
- Accreditation with an extensive range of SMSF lender
- Demonstrable superannuation knowledge.
- Systemised processes to handle SMSF Loan administration and reviews
Let our SMSF clients share their experiences!
Amanda
Ross set up the Finance to purchase my SMSF investment property. Taking into consideration my current commitments along with my long term strategy, secured Finance with an SMSF Lender.
James
Ross was able to put together an SMSF lending deal when others couldn't do it. He understood the structure of the unit trust entity and the SMSF issues and was able to communicate these to the lender.
Tony
I recently used Ross Sergi from MAB Newcastle to help me out with an SMSF purchase I was completing. Ross’ professionalism and expertise were evident throughout. Ross made the purchase with my SMSF easy and straightforward. I would highly recommend his services to anyone seeking professional lending help within your Self-Managed Super Fund.
Gonzalo
This is my second venture with Ross and financing. Extremely friendly and knowledgeable, he made the process easy to navigate. He provided me with advice and guidance through the purchasing process to ensure I was getting the best deals as well as being informed on the reasons behind decisions. Would happily recommend his services to anyone needing a mortgage broker who takes the time to explain processes and provide peace of mind.