SMSF Property Finance

Attract long-term wealth into your super: we help trustees use a Limited Recourse Borrowing Arrangement (LRBA) to buy residential or commercial property within an SMSF — with plain-English guidance from first chat to settlement and beyond.

Why SMSF investors choose Finvestor

Specialist broker support, lender access and a calm process tailored for trustees and advisors.

SMSF‑ready process

End‑to‑end checklist covering trust deeds, corporate trustee, bare trust and compliance docs so you don’t miss a beat.

  • Bare trust deed & trustee company guidance
  • ATO compliance & valuation pathways
  • LRBA lender policy pre‑checks

Sharper lending options

Access mainstream and specialist lenders that actively fund SMSFs (residential & commercial) with competitive pricing.

  • P&I or Interest‑Only terms (policy dependent)
  • Offset/redraw options where available

Property strategy fit

We align borrowing to your retirement strategy and contribution capacity with pragmatic buffers.

  • Rental yield & liquidity stress‑tests
  • Exit/repayment mapping pre‑retirement
  • Advisor‑friendly reports

*Subject to lender/credit policy and superannuation law. Improvements usually limited to repairs/maintenance under LRBA settings.

How an LRBA works — step by step

Set up the structure

Corporate trustee for the SMSF and a separate bare/holding trustee for the property title.

Get pre‑assessment

We review deed powers, contributions, liquidity buffers and lender policy before any offers.

Contract & bare trust

Offer is made in the name of the holding trustee. Bare trust documents align to the specific property.

Credit approval

Full application incl. financials, contributions history, rental evidence and independent advice letters.

Settle & hold

On settlement the holding trustee is on title, lender has limited recourse to the property only.

Manage & review

Annual reviews on rent, liquidity and contributions to keep the strategy compliant and on track.

Eligibility snapshot

Baseline

  • Compliant SMSF with corporate trustee
  • Suitable trust deed with LRBA powers
  • Evidence of contributions & liquidity
  • Clear exit/repayment strategy

Docs we usually need

  • Trust deed & company docs
  • Financials: member balances, contributions
  • Contract, bare trust deed, independent advice
  • Rental appraisal/lease; insurance quotes

Assets we can fund

  • Existing residential investment properties
  • Commercial/industrial property (incl. business premises)
  • Refinance of existing LRBA (policy dependent)

Common questions, answered

Can my SMSF renovate the property under an LRBA?

Repairs and maintenance are generally fine. Major improvements that change the asset (e.g., adding rooms) are typically not allowed within the LRBA until the loan is extinguished. Lender and legal advice required.

Can my business lease the commercial property from my SMSF?

Yes—at arm’s length on commercial terms, with a proper lease and market rent. Independent valuation and advice recommended.

What contribution strategy helps service the loan?

Regular employer SG plus salary‑sacrifice or personal concessional contributions (caps apply) can improve serviceability. Always coordinate with your tax adviser/financial planner.

Do all lenders require personal guarantees?

Most do. Policies vary by lender and asset class; we’ll match you to options that fit your risk profile.

Ready to map your SMSF borrowing path?

Bring your deed, contributions history and a target property. We’ll give you a lender‑ready action plan in your first consult.

General information only. We do not provide financial product advice. Please seek independent legal, tax and financial advice tailored to your circumstances before proceeding. Credit subject to lender and credit criteria.

Ready to Take the Next Step?

Contact our experts today for a free consultation and personalized advice.

Book a CallCall 0434969208