SMSF Investment Loan

21 January 2018

Sunshine Coast, QLD

Investment Loan, Business loan and Asset Finance

Construction then Investment Loan

An existing client was keen to expand his business endeavours and identified a business they believed they could purchase and improve.
There was also an opportunity to acquire the premises of the business within the transaction.

Our Solution

We worked closely with clients accounting and legal advisors to structure a facility that enabled acquisition of the property via a SMSF structure plus funding to purchase the business. 
We also arranged sufficient cashflow funding to sustain the proposed ramp up of the business and an asset finance limit for future equipment and vehicle requirements.

Loan Amount$1,900,000
Gearing65% on property acquisition
Local Bank
To find out more about how we can help, contact our team today.