SMSF Lending
Take control of your super and invest with confidence
Managing and growing your wealth through a Self-Managed Super Fund (SMSF) can be a powerful strategy, when done right. At Coast Finance Group, we specialise in SMSF lending and our experts have been involved in SMSF finance since it first became available in Australia in 2007.
We are here to help you make the most of your superannuation investment opportunities. We work closely with your existing Financial Advisors to ensure that your SMSF investment remains transparent & tailored to your short & long term unique financial goals. Our team’s extensive experience in SMSF lending, knowledge of the regulatory requirements and direct access to lenders means we can answer all questions, simplify the process and negotiate competitive terms on your behalf along with handling the paperwork.
Our SMSF Lending Services
Commercial SMSF Loans
Purchasing a commercial property through an SMSF is a specialised lending option that the team at Coast Finance have the expertise to help guide you through. Whether the property is for investment purposes or your own business, we work closely with your existing financial advisors. Our goal is to make financing simple, stress free and aligned to your long-term wealth creation strategies.
Residential SMSF Loans
Purchasing a Residential Investment property through an SMSF is a specialised lending option that the team at Coast Finance have the expertise to help guide you through. We also work closely with your existing financial advisors. Our goal is to make financing simple, stress free and aligned to your long-term wealth creation strategies.
SMSF Loan Refinancing
If your SMSF already has a property loan, refinancing options are available. These could unlock better rates, improved loan features, or a structure that better suits your funds long-term investment strategy. We work closely with you and your financial advisors to navigate the specialised lending rules and compliance requirements involved in refinancing your SMSF loan. With access to a wide panel of lenders, we can compare your current arrangement against the market to identify opportunities for savings and greater flexibility.
Why Choose Coast Finance?
Choosing the right finance partner can make all the difference in achieving your financial goals and securing your future. At Coast Finance, we understand that every client’s situation is unique, which is why we take the time to listen and fully understand your individual needs, aspirations, and challenges.
With a combination of deep industry knowledge and a personalised, client-focused approach, we don’t just offer loans, we provide lending solutions that are carefully crafted to align with your specific circumstances and long-term objectives. Whether you’re buying your first home, expanding your investment portfolio, or growing your business, we work closely with you to simplify the finance process and deliver outcomes that empower you to move forward with confidence and peace of mind.
Our process
Step 1: Understand your goals
We start with a no-obligation chat to understand your financial needs, whether you are looking to buy a home, expand your business or looking to refinance. We’ll ask the right questions to get a clear picture of your goals.
Step 2: Providing tailored lending solutions
Based on your objectives we research and compare loan options across a range of lenders. We’ll then present you a short list of finance options that are transparent and flexible to best aligns with your needs, cashflow & timelines.
Step 3: Secure the right loan
Once you’ve made your choice and are read to proceed, we will handle all the finance application and communication with your lender. We will keep you informed every step of the way and will be by your side to make it the whole process as smooth as possible.
Step 4: Documentation & Settlement
We coordinate the required paperwork and work directly with the Lender, Solicitor, Accountant and any other parties to ensure there is a smooth settlement and loan drawdown process.
Step 5: We’re here for the long term
We stay connected fully beyond settlement and are always here to answer any questions, review your lending and assist you with future needs including changes as your business and life evolves.
Ready to get started? Let’s Talk Finance
We’d love to hear what you’re working towards and how we can help make it happen. Whether you’re ready to dive in or just want to ask a few questions – get in touch today.
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