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SMSF Lending

Course Details

Description

APRA Annual Super Bulletin June 2019 pegs the proportion of funds under SMSFs at $733.1b, a 26% growth over a 5-year period (June 2015-June 2020). On average, Australians stash 9.5% of their earnings into superannuation funds.

Residential and commercial security, tax-deductible repayments, no credit scoring, and flexible repayment options are some of the features that attract consumers towards SMSFs. What this means as a broker for you is more and more clients willing to understand, explore, and set up SMSFs. Although consumers are keen to take the reins on their superannuation, not every consumer has the financial knowledge and skills to do so. That is where the role of a financial broker starts.

This course has been designed for finance brokers seeking to learn more about Self-Managed Superannuation Fund (SMSF) Lending. It provides information on how an SMSF is set up and its purpose, buying residential investment and commercial real estate inside of an SMSF structure, lending product fundamentals, and the loan application process.

Estimated Time To Complete

Approx 3 Hours

Learning Outcomes

By the end of this course, you will be able to

Understand the fundamentals of an SMSF and how they operate
List the types of loans and the loan application process

Topics

Steps to setting up an SMSF
Trustee structures
Winding up the SMSF
Borrowing funds to purchase real property
The SMSF loan structure
SMSF loan serviceability test

Requirements

Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

2 Hours

Assessment

Multiple Choice

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