Residential investment
Explore finance for eligible residential investment property purchased by an SMSF.
SMSF loans
Property finance for your SMSF investment strategy.
Mortgex helps SMSF trustees explore suitable property-loan options and understand lender requirements, while working alongside their licensed financial, legal and tax advisers.
Find the right structure
An SMSF loan structure prepared with care.
SMSF property borrowing involves specialised ownership and lending requirements. The fund, bare trust arrangements, property type, liquidity and contributions can affect lender assessment.
We explain lender requirements in plain language and coordinate the lending process. Trustees should obtain independent licensed financial, legal and tax advice before proceeding.
Our process
Four straightforward steps.
Discovery
We discuss the fund, trustees, property, deposit, liquidity and borrowing goals.
Comparison
We compare suitable SMSF lenders and explain requirements, rates, fees and features.
Application
We help organise documents, submit the application and manage lender questions.
Settlement
We coordinate approval and settlement with the lender and your professional advisers.
Why choose Mortgex
Clear SMSF lending guidance at every step.
We take the time to understand the fund and proposed property. From comparing suitable lenders to coordinating documents and settlement, we support the lending process.
- SMSF loan options shaped around the fund and property.
- Access to established SMSF property lenders.
- Clear comparisons of rates, fees, features and requirements.
- Careful preparation and management of your application.
- Responsive support from preparation through settlement and beyond.
Lender Network
Greater choice for your financial goals.
We compare solutions from a diverse panel of lenders to help you identify finance suited to your circumstances and priorities.
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Client experiences
What our clients say.
★★★★★
Mortgex reviewed our existing loan carefully and explained the refinance options and switching costs clearly.
★★★★★
The team kept our refinance application organised and made the change of lender much easier to manage.
★★★★★
I appreciated the clear comparisons and honest guidance. I never felt pressured into making a decision.
★★★★★
My questions were answered promptly, and I always knew what was happening with my application.
★★★★★
Communication was consistent from our initial loan review through approval and settlement.
We’re here to help
Start your SMSF loan conversation today.
Tell us about your fund and proposed property, and one of our specialists will contact you to discuss lending requirements and next steps.
This page provides general information only and does not constitute financial, credit, legal or tax advice. Lending is subject to lender assessment, eligibility criteria and approval.