02 8815 5555hello@clicmoney.com.au

CLIC MONEY / SMSF LENDING

Specialist lending. Clearly defined boundaries.

Explore the lending requirements for a proposed SMSF property transaction alongside your appropriately authorised financial, legal and tax advisers. This service concerns lending enquiries, not a recommendation to establish an SMSF.

Home and property setting
SMSF LENDING

Start with the advice and structure.

Whether an SMSF or a property investment is suitable is a separate advice question. Your authorised advisers should assess the strategy before a lending application is relied upon.

  • Appropriate financial advice
  • Legal ownership and borrowing structure
  • Tax and accounting input
SMSF LENDING

Understand the lender requirements.

A lender may examine fund documentation, contributions, rental income, liquidity and the proposed property. Available products and criteria vary.

  • Fund and transaction documentation
  • Contribution and income evidence
  • Liquidity and servicing requirements
SMSF LENDING

Coordinate the transaction.

Ensure the legal structure, contract timing and lending conditions are coordinated before proceeding. A calculator does not establish SMSF suitability or loan eligibility.

  • Adviser coordination
  • Lender assessment
  • Conditions and settlement
Can this page tell me to establish an SMSF?

No. Obtain advice from an appropriately authorised financial adviser.

Is borrowing approval guaranteed?

No. It depends on the proposed transaction, documentation and lender assessment.

YOUR NEXT STEP

Bring your plans. Start with a conversation.

Tell us your goal and timing. No financial documents are needed for your first enquiry.

Discuss your SMSF lending enquiry ↗
Call 02 8815 5555Free 30-minute review ↗

SERVICE NAVIGATOR

Let’s find your next step.

What would you like a hand with?

Prefer a person? Call 02 8815 5555 ↗