Panel of Lenders for SMSF Loans
We now have several lenders who are willing to lend to SMSFs. This is a great opportunity to leverage a client's superannuation fund into commercial or residential property.

The NTAA has also provided InterPrac Accountants with the recent Practice Update which you may want to send to your clients or leave at your offices for them to read. It includes an article on the SMSF Lending in a form understandable by your clients - hopefully.

For a discussion on the possibilities please speak with Vic Bulfone on 03 9209 9777.

Marketing Material
We have brochures available for your practice and your clients, this is a free service for your practice. The current offer promotes the reconstruction of all debts to reduce monthly outgoings. Front Cover - Back Cover. If you would like some sent to your firm, call our office and we can send them out today.

Can Do Attitude - Recent Scenario
Mark, a recently self employed solicitor from Sydney needed to restructure his finances to accommodate for future growth of his business.

He was unable to secure finance from a traditional lender as he has only had an ABN for two weeks, and needed an 85% LVR loan on a self certified basis.

In addition, the loan amount exceeded $1,000,000 with $150,000 required for business working capital which placed him in a “Jumbo” loan criteria.

As a result, this exceeded standard mortgage insurance limits.

Due to the fact that Mark could demonstrate 4 years prior experience as a PAYG solicitor with a clear credit history, this loan was approved.

Yours Sincerely

Brent Jones

General Manager