SMSF Loan - Bee Finance & Capital
Professional Financial Workspace
Strategic Wealth

SMSF Lending
Simplified.

Unlock the dormant potential of your superannuation with Australia’s leading specialist SMSF lending desk.

Consult Specialist
40+ Lenders Specialized SMSF Panel

Investment Strategy

Leverage Your Super

🏘️

Residential SMSF

Purchase residential investment property through your super fund with specialized LRBA structures.

Limited Recourse borrowing
Tax-effective rental income
Future Capital Gains benefits
🏬

Commercial SMSF

Buy your business premises through your super and pay rent to yourself.

Business Real Property rules
Tax-effective rent cycles
Asset protection
📄

LRBA Refinancing

Optimize existing SMSF loans to lower interest rates and improve fund liquidity.

Rate reduction strategies
Compliant structure review
Fund cashflow improvement
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Compliance First

We work with your accountant to ensure every loan meets strict ATO and SIS Act requirements.

Technical desk support
SIS Act compliance checks
LRBA specialist lawyers
Specialist Domain

Precision in
Complexity.

SMSF lending is not standard finance. It requires a deep understanding of SIS Act compliance, LRBA structures, and lender-specific appetite for trust deeds. We bridge the gap between your financial planner and the credit desk.

1

Compliance Integrity

We ensure all loan structures align with ATO guidelines and your fund’s investment strategy.

2

Strategic Gearing

Calculate the optimal loan-to-value ratio to maintain fund liquidity and maximize growth.

3

National Panel

Access to niche SMSF lenders that the big banks often won’t show you.

Financial Planning Document

Control Your Future Wealth.

Ready to activate the capital sitting inside your super? Our SMSF desk is ready to architect your property strategy.