How do we set SMSF strategy?
We document why the property suits your investment strategy so auditors and lenders align.
Superannuation strategy
Need an SMSF loan?
NewGen guides trustees, accountants and solicitors through every step of a limited recourse borrowing arrangement. We align lender policy with your deed, contribution strategy and long-term retirement plan.
What are the key takeaways (TL;DR)?
- Residential and commercial SMSF property finance.
- Coordination of bare trust, custodian company and documentation.
- Loan structuring that protects contribution caps and liquidity.
How do we help SMSF trustees?
How do we compare SMSF loans?
Compare pricing, LVR caps, offset availability and redraw rules across specialist lenders.
How do we handle entity setup?
Coordinate bare trust deeds, company registrations and banking so contracts can exchange quickly.
What happens at settlement and beyond?
We ensure all documents are stored securely and schedule ongoing check-ins for rate reviews.
Why do lenders trust NewGen?
Complete LRBA packs include trustee declarations, contribution histories and liquidity statements.
We coordinate accountants, solicitors and auditors so everyone works off the same timeline.
Handle purchases across any state with local valuers and settlement agents.
Post-settlement reviews cover rate checks, compliance reminders and expansion planning.