Vellum Advisory Menu
Starter:
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SMSF borrowing runs on strict rules, tight lender appetite, and limited recourse structures that trip up most brokers. We arrange it across the lenders who still write it, structured to fit your fund's borrowing rules.
Mains:
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We fund residential investment property inside your SMSF under an LRBA, structured to satisfy both lender policy and the fund's compliance obligations.
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We fund commercial property inside your SMSF, often your own premises leased back to the trading entity, structured around the fund and the lease with lenders who price it
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SDA inside an SMSF pairs government-backed NDIS income with super's tax advantages, but the lender pool is narrow and the compliance bar high. We structure it correctly with funders who genuinely understand SDA assets.
Dessert:
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We know which SMSF lenders treat your fund's position most favourably, so the deal hits the right desk first time instead of being shopped around and knocked back.
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We structure SMSF borrowing to satisfy lender policy and fund compliance at once, the LRBA correct, security limited to the single asset, and the fund presented the way a lender needs to see it.
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We arrange the lending while your accountant and adviser handle whether borrowing inside super suits you, coordinating directly with them so the loan, the fund, and the advice all align.