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Yep. I said it. SMSF loans are easy. Even easier than a standard PAYG first home buyer – I promise.
In this video I walk you through a two-part scenario: a PAYG client who buys their first investment property inside their SMSF, then comes back 12 months later ready to buy a second. I show you the documents you need, how to use the SMSF calculator, and what documents the clients need to supply.
I'll also touch on how lenders assess SMSF income for a self-employed client.
By the end you'll have a clear, repeatable process for handling SMSF deals with confidence – and a very good reason to stop referring them away.
Yep. I said it. SMSF loans are easy. Even easier than a standard PAYG first home buyer – I promise.
In this video I walk you through a two-part scenario: a PAYG client who buys their first investment property inside their SMSF, then comes back 12 months later ready to buy a second. I show you the documents you need, how to use the SMSF calculator, and what documents the clients need to supply.
I'll also touch on how lenders assess SMSF income for a self-employed client.
By the end you'll have a clear, repeatable process for handling SMSF deals with confidence – and a very good reason to stop referring them away.
