SMSF loan processing
SMSF loans, structured and lodged right.
Bare trusts, corporate trustees and lender-specific SMSF policy, prepared correctly the first time, so limited-recourse loans don't stall at credit.
Data stays in AustraliaISO 27001:2022 certifiedTrail stays 100% yours
Lodged in your aggregator8-hour turnaround
Why these files are hard
Complex structures, unforgiving lender policy.
- Limited-recourse borrowing & bare trust structures
- Corporate vs individual trustee requirements
- Tight, lender-specific SMSF policy and LVRs
- Liquidity, contribution & servicing evidence
- Document sets that stall files when incomplete
How we handle them
Packaged to lender expectations, first time.
- Correct bare-trust & trustee documentation
- Lender SMSF policy matched before lodgement
- Servicing & liquidity evidence assembled
- ApplyOnline lodgement & conditions managed
- Settlement coordinated with all parties
Bare trustCorporate trusteeLRBAApplyOnlineYour aggregator
Strategy, not just processing
Add credit strategy where it counts.
These are exactly the files where structure and lender fit decide the outcome. Pair processing with Alpha Broking and we'll shape the deal before it's lodged, with a fallback lender mapped from the start.
Your brand, your trail
Invisible behind you, always.
We lodge in your aggregator on your licence and update clients in your name. Your trail stays 100% yours. See the full para-broking process →
The numbers
Built for outcomes, not just admin.
$700M+
Loan volume settled this FY
8 hrs
Turnaround on individual files
100%
Purchase deals settled on time
ISO 27001
Certified ISMS (2022)
Resources scale with your volume · Individual, Trust & SMSF · MIRs answered within one working day
FAQ
SMSF loan processing questions.
Can you handle bare trust and corporate trustee setups? +
Yes. We prepare the correct limited-recourse structure, match it to the lender's SMSF policy, and assemble the trustee, liquidity and servicing evidence lenders require, so the file doesn't stall at credit.
Do you match the right SMSF lender? +
With Alpha Broking, yes, we map SMSF policy, LVR and servicing across lenders before lodgement, with a fallback option ready.
Does my trail stay mine on SMSF loans? +
Always. 100% of trail stays yours across every file type, clawbacks included.
Hand over your next SMSF file.
Start with a pilot and see complex files packaged right, first time.
Pilot with real files · No long-term lock-in · Your data stays confidential