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Specialised Lending For Complex Structures

Navigate complex lending structures with specialised advice tailored to your financial goals

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Expert Guidance for SMSF & Trust Lending

Borrowing through an SMSF, company, or trust structure involves additional complexities and careful financial planning. We provide tailored lending solutions and expert guidance to help you navigate these structures with confidence. From understanding lender requirements to coordinating with your accountant or financial planner, we support you through every stage to ensure your lending strategy aligns with your financial and investment goals.

  • Trust Loan Structuring
  • Lending Strategy
  • Asset Structuring
  • Entity Lending

How We Support
Complex SMSF Lending

Specialist support designed to help you navigate SMSF lending requirements, compliance, and long-term investment planning.

The strategic approach to navigating complex lending structures.
  • Understanding SMSF borrowing rules
  • Structuring compliant loan applications
  • Working with lenders who specialise in SMSF loans
  • Coordinating with your accountant and financial planner
Some important aspects we assess when reviewing SMSF lending options.
  • Limited Recourse Borrowing Arrangements (LRBA)
  • Deposit and liquidity requirements
  • Ongoing compliance obligations
We provide tailored guidance and support across key areas of trust lending by helping with:
  • Support for discretionary and unit trust lending structures.
  • Guidance for navigating complex ownership structures.
  • Assistance with multi-entity lending applications.
To ensure your lending aligns with your broader financial strategy, we collaborate with your:
  • Accountant
  • Financial planner
  • Legal advisors

Why Clients Trust
Our Lending Expertise

Expert support designed to simplify complex lending structures and align with your financial goals.

Complex Lending Expertise

Experience navigating SMSF, trust, and other specialised lending scenarios with confidence and clarity.

Access to Specialist Lenders
Connections with niche and specialist lenders suited to more complex borrowing structures.
Compliance Focused Guidance
A strong understanding of lending requirements and compliance considerations throughout the process.

Simplify your SMSF lending journey with NxtGen!

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