The Too Hard Basket – SMSF, Trusts & Self-Employed

Sale Price: $690.00 Original Price: $990.00

Every broker has a “too hard” basket.

Those scenarios where you think, “That’s probably doable… but it’s going to be messy.” So the deal gets referred away, quietly disappears, or worse - you take it on and spend 90% of your time trying to figure it out while the rest of your clients get the scraps of your attention.

This course is about opening that basket and working through the scenarios that often intimidate brokers - SMSF lending, trust structures, and self-employed clients.

These deals aren’t impossible. They just require a deeper understanding of how lenders assess risk, how structures work, and how to ask the right questions before you start.

We’ll break down the key concepts, run through practical examples, and look at how to approach these files with confidence rather than hesitation.

Because when you understand the moving parts, these deals stop being scary - and start becoming opportunities.

2026 Course Dates

Start Date: Tuesday 3 November
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Tuesday 3 November

  • Tuesday 17 November

  • Tuesday 1 December

Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Too Hard Basket intake.

One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:

  1. Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.

  2. Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.

  3. Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.

If you can commit to those three things – let's go.

Every broker has a “too hard” basket.

Those scenarios where you think, “That’s probably doable… but it’s going to be messy.” So the deal gets referred away, quietly disappears, or worse - you take it on and spend 90% of your time trying to figure it out while the rest of your clients get the scraps of your attention.

This course is about opening that basket and working through the scenarios that often intimidate brokers - SMSF lending, trust structures, and self-employed clients.

These deals aren’t impossible. They just require a deeper understanding of how lenders assess risk, how structures work, and how to ask the right questions before you start.

We’ll break down the key concepts, run through practical examples, and look at how to approach these files with confidence rather than hesitation.

Because when you understand the moving parts, these deals stop being scary - and start becoming opportunities.

2026 Course Dates

Start Date: Tuesday 3 November
Format: 3 x 90 minute group sessions, fortnightly Time: 1:00pm – 2:30pm AEST

Session dates:

  • Tuesday 3 November

  • Tuesday 17 November

  • Tuesday 1 December

Minimum 3 participants required. If numbers are too low, you'll be offered a full refund, a transfer to another course, or a place in the next Too Hard Basket intake.

One thing to note – this course is only worth your money if you're ready to show up, do the work, and implement what you learn. Here's what I'd like you to commit to:

  1. Do the homework. I know you're a busy broker, so I'm not going to ask for much – but if you don't practise this stuff, you won't retain it, and you're throwing your money away.

  2. Participate and share with the group. The more interactive the sessions are, the more fun we'll all have – and your brain will retain a lot more.

  3. Be willing to step outside your comfort zone. Don't worry – we won't be doing any dancing or eye-gazing exercises. What I mean is, speak up and ask questions even if you think they might be dumb ones. There are no stupid questions. And when you do, you give everyone else in the group permission to do the same.

If you can commit to those three things – let's go.

SMSF Loans - the secret is... they're easy AF!
SMSF Loans - the secret is... they're easy AF!
Sale Price: $27.00 Original Price: $47.00
Self Employed – Sole Trader
Self Employed – Sole Trader
Sale Price: $27.00 Original Price: $47.00
Self Employed – Company
Self Employed – Company
Sale Price: $27.00 Original Price: $47.00
Bridging Loans - How Not To Stuff One Up
Bridging Loans - How Not To Stuff One Up
Sale Price: $27.00 Original Price: $47.00

What hard stuff will we cover? See below.

  • In this session we’ll walk through:

    • how lenders assess self-employed income

    • reading and understanding tax returns and financials

    • different Self Employed Structures

    • identifying add-backs 

    • common pitfalls with company and trust structures

    • questions to ask clients and accountants early

  • Trust structures can look intimidating, but once you understand how they work, they become much easier to navigate.

    We’ll cover:

    • Different type of trusts

    • who the borrower actually is in a trust application

    • lender policy differences

    • guarantees and servicing considerations

    • common documentation requirements

    This week is about understanding the structure so you know how to position the deal with the right lender.

  • SMSF loans sit firmly in the “too hard basket” for many brokers, but off the record, they’re some of the most simple deals that will ever land on your desk.

    We’ll look at:

    • the basics of SMSF borrowing structures

    • limited recourse borrowing arrangements (LRBAs)

    • how lenders assess SMSF deals

    • key documentation requirements

    • common mistakes that slow down approvals

    By the end of the course, you’ll have a clearer understanding of how these deals work and the confidence to take them on when the right opportunity comes along.