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SUPER FUND BORROWING

Superfund borrowing solution Topdocs is one of Australia's most experienced providers of Self Managed Super Fund (SMSF) borrowing documentation. Importantly, our SMSF Borrowing solution extends beyond documentation to include expert advice. technical support and accredited training to help you provide the best service to your clients.

THE SMSF BORROWING PROCESS

The steps to buy property in a superfund are quite straight-forward with the right documentation and support. Fundamentally there are six steps:

  1. Determine if buying property is an appropriate investment for the superfund
  2. Find the property or other asset the superfund wishes to purchase
  3. Obtain pre-approval of the loan from a bank, mortgage broker or related party
  4. Determine who will act as trustee of the bare trust
  5. Complete the required documentation to commence the SMSF borrowing
  6. Sign the contract in the name of the bare trustee (or as required by your state revenue office)

You can see more information in our SMSF Borrowing - How it works brochure here.

QUALITY DOCUMENTATION

The key to a successful SMSF borrowing transaction is the documentation. Topdocs provides all the document required to complete a SMSF borrowing transaction. Our quality documents range from the SMSF, the Bare Trust, the SMSF Trustee Company through to the SMSF Investment Strategy.

See our SMSF borrowing documentation here.

 

Advice and service quote Thanks to your great service, settlement is going ahead as planned. Advice and support quote
  Sarah Hamilton, Murray Nankivell  

100% GUARANTEE

As a leader in the field of SMSF borrowing, it is not surprising we can guarantee our borrowing documentation will be accepted by every bank in the market place.

This assurance comes from a close working relationship with the banks thereby having a clear understanding of their requirements. The benefit for you is the confidence your property settlement will not be delayed due to inadequate documentation that is questioned or rejected by the bank.

SMSF BORROWING ADVICE

Unlike many other document providers, Topdocs has a team of specialist advisers who can assist you with your SMSF borrowing questions. Our trained team have extensive experience in SMSF borrowing so are well placed to answer your queries anytime.

SMSF BORROWING ACCREDITED TRAINING

Developed and delivered by our in-house superannuation specialist, we provide accredited (SMSFA and FPA) SMSF borrowing professional development training.

Our training courses, both online and classroom, cater for various levels of knowledge, with all aiming to develop the industry knowledge of professional advisers. Our training videos are delivered online making them a convenient way to learn.

See the range of accredited SMSF borrowing training available.

 

For more information on how Topdocs can help you with your SMSF borrowing needs, please contact the team at Topdocs on 1300 659 242.