Did you know Self Managed Superannuation Funds [SMSF] can now borrow?

A SMSF can borrow to invest in an asset. The borrowing is typically referred to as an Instalment Warrant, but for all intents and purposes it is similar to borrowing money to buy a property in your own name.

Margin lending uses your existing cash, shares or managed funds as security for the loan. It works in a similar way to a mortgage. You provide the assets to act as security and the lender loans you the money. A lending ratio known as the loan-to-valuation ratio (LVR) applies to each security and determines how much you can borrow.

Do you need finance for your business organised quickly and cost effectively? Pinnacle Tax & Accounting [“PTA”] can refer you to in-house finance experts who can offer / arrange on your behalf flexible business finance to meet your business needs.

Pinnacle Tax & Accounting [“PTA”] can refer you to in-house finance experts from Mortgage Choice Camden who offers a range of home, investment and commercial loan facilities.


Self Managed Super Fund Audits from $550 (inc GST)

Craig and the team at Pinnacle Tax & Accounting begun doing my personal finance, tax, and financial planning services over 7 years ago. This has since developed into PTA managing the finances for my business and personal financial endeavours. Pinnacle Tax & Accounting epitomise, traditional values, impeccable customer service, and always present things in a way that it easy to understand. With Craig and the team, you always know where you stand, and can rest assured that they will always be serving in your best interest and finding the best way to manage your business and personal finances. The sheer depth of knowledge, education, and currency with Craig and the team is something that stands out for me. They are up to date with the latest cloud accounting practices, they provide phenomenal advice, support and guidance every step of the way, from the establishment of my trust, my business and accounting system, PTA was there for me all the way. I couldn't recommend a more competent, responsive and friendly accounting and financial serves firm than PTA Group.

Kevin Spiteri - Managing Director

Menace Group

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