Borrow to invest through your self managed super fund.

Borrowing or gearing an investment in a superannuation fund can be achieved via Super Concepts Borrowing Arrangement (also known as an Instalment Warrant). This arrangement enables the fund to purchase a range of investments including property, shares and other allowable assets. Wealth accumulation could be achieved faster with greater tax benefits, however it's critical you obtain accounting and financial planning advice tailored to your funds requirements.

Service Guide: Borrowing through your SMSF

Service Guide includes:
> benefits of borrowing through your SMSF;
> what you need to know about borrowing arrangements;
> how to set up your borrowing arrangement;
> how Super Concepts can help you; and
> documentation details, pricing, and application forms.


FAQs: Borrowing and Your SMSF - Your Questions Answered

Cost: Click here for the fee schedule. 

Forms 

Download and complete one of the following forms and forward to Super Concepts on the contact details listed below.

> If you are borrowing from a Related Party, complete the Related Party Lender Application Form 

> If you are borrowing from a Commercial Lender, complete the Commercial Lender Application Form

Postal address
Borrowing Arrangements
Super Concepts Pty Ltd
P O Box 182
FOREST HILL VIC 3131
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