LENDING for Your Self Managed Super Fund in Toowoomba

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Strive Toward Your Retirement Goals

For many in Toowoomba, the control and flexibility offered by a self managed super fund (SMSF) can be very appealing. With an SMSF, you're at the helm, allowing you to consider a property purchase within your SMSF.

 

That's where we come in. At Marks Financial Group, we offer services that help you explore SMSF Lending options. Our initial conversations delve into your SMSF financial aspirations and the role that SMSF Lending could play. We'll find out what stage you are at in your SMSF Journey and connect you with relevant professionals who help ensure you remain aligned with regulations, such as accountants and financial planners who specialise in self managed super funds.

 

If you've been considering property ownership through your SMSF, let's start with a conversation. Call us on 0423 744 307 to begin with a chat.

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Lay the Foundations of Financial Security

SMSF Lending is more than just a loan; it's a commitment to your future. Recognising this, we provide a comprehensive service that includes assisting you with every step of the SMSF Lending Application process.

 

From collecting the required documents to liaising with the lender, every detail is meticulously attended to. Your SMSF Loan will be structured with precision, ensuring the lender receives all documentation required to progress forward with a SMSF Loan Assessment.

 

At Marks Financial Group, our approach to SMSF lending involves:


  • Meticulous preparation of loan application forms and documents
  • Strategic conversations with the lender to ensure they have all information required to assess the application in depth
  • Seamless settlement process which includes liaising with all parties involved to create a smooth process

 

Specialising in SMSF Lending we are able to assist with confidence. We have established connections with accountants and financial planners who also specialise in self managed super funds and have created a network that can support your aspirations well into retirement.


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A Man Is Sitting at A Table Talking to Another Man — Marks Financial Group in Toowoomba City, QLD

Frequently Asked Questions

  • How does an SMSF differ from other super funds?

    SMSFs offer greater control over your superannuation investments as members are the trustees, making them responsible for the fund's decisions. They can tailor their investment strategy and choose their own investments unlike with industry or retail super funds.

  • What are the responsibilities of managing an SMSF?

    Managing an SMSF involves a range of duties including creating and executing an investment strategy, keeping comprehensive records, ensuring compliance with superannuation laws and arranging annual audits by an approved SMSF auditor.

  • Can I use my SMSF to invest in property?

    Yes, SMSFs can invest in residential and commercial property. However, there are strict rules that must be adhered to. It is best to speak with an accountant or financial planner who specialises in self managed super funds to help guide you. Feel free to reach out to us and we can connect you with a local accountant or financial planner who may be able to assist you on your SMSF Journey. 

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