To successfully fill out this form, please ensure you have the following information ready:

  • Current super balances (industry/retail/SMSF)
  • Employment details, including annual salary/wages and amount of super contributions
  • Property details (existing or proposed), including value and rental income
  • If refinancing an existing SMSF, details of the loan

Schedule your initial, obligation-free lending strategy meeting by clicking the button below. This tailored session is designed for clients looking to purchase or refinance commercial or residential properties within their Self Managed Superannuation Fund.

Quick Check Form