Property investment in super, done correctly.
Investing through a Self-Managed Super Fund has strict rules and lending requirements. AM Advisory helps trustees navigate SMSF lending — from loan sourcing and structuring to lender approval — ensuring compliance and alignment with your retirement strategy.
What We Offer
- SMSF Lending Options & Comparison
Sourcing lenders that specialise in limited-recourse borrowing arrangements (LRBAs) for SMSFs.
- Compliance & Structuring Guidance
Ensure investments meet super laws, trust deeds and investment strategy obligations.
- Loan Application & Documentation Support
We coordinate trustee paperwork, solicitor instructions and lender requirements for approval.
- Tax & Retirement Strategy Alignment
Work with your tax advisor/actuary to ensure the property fits your SMSF retirement objectives.
- Ongoing Administration Support
Support through refinancing, loan variation or eventual property sale to preserve compliance.
Who this suits
SMSF trustees seeking direct property exposure
- Investors focused on retirement outcomes
