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!
Priscilla Hill
Mark and his team assisted us with a Self-Managed Super Fund Loan to purchase commercial premises for our buisness recently and we found them to be very professional, knowledgeable and true experts in this field. We were very new to SMS Funds, and Mark always took the time to ensure we were informed every step of the way. His guidance and assistance were exceptional throughout the whole process. We highly recommend Mark and his team at MAB.
Vanessa Barons
Mark recently helped us to restructure our primary home loan to release equity for further investment and also refinanced our SMSF Home Loan to take benefit of improved rates. Mark and the MAB team were extremely professional, listened rather than telling and very responsive to any questions or issues that arose during the process. Overall I would not hesitate to recommend Mark and the MAB team for any financing discussions.
Sara Boase
Mark and his team at Mortgage Advice Bureau were amazing. Our requirements were not straight forward but they found us a solution. They worked with professionalism, integrity and applied their knowledge to help us achieve the best result possible. Highly recommend Mark and Pragati, wouldn’t go anywhere else .
Tanya Downes
Mark and Pragati went above and beyond for us on what was a difficult lend for our Self Managed Super fund. Options of lenders was limited and it was a long, drawn out process (not through any fault of Mortgage Advice Bureau) . Would highly recommend these guys for any of your lending requirements.