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SMSF Lending

Course Details

Description

Self-Managed Superannuation Fund (SMSF) lending has become increasingly significant in the financial landscape, offering unique opportunities for consumers and brokers.

SMSFs now manage a substantial portion of Australia’s retirement savings, with the APRA Annual Super Bulletin of June 2019 revealing that SMSFs hold $733.1 billion—a remarkable 26% growth over five years (June 2015-June 2020). On average, Australians contribute 9.5% of their earnings into superannuation funds, and many are choosing SMSFs for the control and flexibility they provide.

SMSF lending is particularly attractive due to features such as residential and commercial property security, tax-deductible repayments, the absence of traditional credit scoring, and flexible repayment options. These benefits draw more clients to explore SMSF lending to invest in property and build their retirement savings.

As a finance broker, this trend represents a significant opportunity. However, while interest in SMSF lending is high, not all clients have the financial knowledge to manage these funds effectively. This is where your expertise becomes invaluable.

This course is designed specifically for finance brokers seeking to expand their knowledge of SMSF lending. You will gain insights into how SMSFs are set up and their purposes, the intricacies of purchasing residential and commercial real estate within an SMSF structure, the fundamentals of lending products, and the loan application process.

By completing this course, you will be better equipped to guide your clients through the complexities of SMSF lending, helping them achieve their financial goals while strengthening your own professional expertise.

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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