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
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Self Employed – Company
Self Employed – Company
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Bridging Loans - How Not To Stuff One Up
Bridging Loans - How Not To Stuff One Up
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What hard stuff will we cover? See below.