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.


Did you know changes to the Superannuation Industry Supervision (SIS) Act now enable you to use your superannuation to borrow and invest directly in property?

Our CPA practice uses PTA for the audit of our self managed super funds and we couldn't be happier with the service. The quality of the service and in many cases technical advice is first class. We therefore enthusaistically recommend PTA to our associate accounting firms.

Nicholas Matsis, Partner

NRM Johnson

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