Consultation
Review your SMSF deed, investment strategy, and objectives.
SMSF loans follow strict super and tax rules. At Vasuki Finance, we explain how LRBA structures work, liaise with lenders who offer SMSF products, and outline documentation needs (trust deed, investment strategy, custodian/bare trust). This ensures trustees can make informed decisions about property purchases within their fund.
Review your SMSF deed, investment strategy, and objectives.
Clarify LRBA setup, custodian trust, and eligibility.
Prepare and lodge with required SMSF documentation.
Coordinate settlement and outline ongoing obligations.
Disclaimer: The information provided is general in nature and does not take into account your objectives, financial situation or needs. SMSF lending is subject to superannuation law, tax rules, and lender criteria. Independent financial, legal, and tax advice is recommended before proceeding.
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