Self Managed Super Fund lending

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Duration: 22 minutes

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CPD Points: 0.36

Course Description

This course teaches you how to manage and structure a Self Managed Super Fund (SMSF) lending application. An SMSF is a retirement fund where the individual/s manages the funds rather than have a company (such as Australian Super, Verve, etc.) do it for them. This type of lending is not the most common, but it is essential to know how they work if your customer brings you an SMSF scenario one day! 

Course Requirements

This course is available for everyone; however, to get the most out of it, we recommend you are confident in residential lending and understand how bare trusts work or complete the Bare Trust course first, as they are closely intertwined.

What you will learn in this course.

Self Managed Super Fund lending

Duration

Disclaimer: This training course was prepared by Loan Market Group Pty Limited. It was prepared based on the information available as at 28th November 2023. References to third parties in the training course are not indication of endorsement or approval of those third parties. The training course is for education and personal development purposes, and is not professional advice. While Loan Market Group has used reasonable efforts to ensure that this training course is accurate and up to date, to the extent permitted by law, we make no warranty or representation as to its accuracy, currency or completeness. Before relying on any information discussed in this training course, you must independently verify the currency and accuracy of the information and its relevance.

Self Managed Super Fund lending