SMSF Awards spotlight: La Trobe Financial
La Trobe Financial, awardee at the SMSF Awards, chats to SMSF Adviser about the evolution of its SMSF loan product and its outlook for property and lending
With La Trobe Financial recently taking out the award for SMSF loan provider in the 2022 SMSF Awards, its chief lending officer Cory Bannister discusses the success of the company’s SMSF loan product and its development over the past decade.
Mr Bannister shares how building trust with referral customers and clients, creating an accessible and easy-to-use product, and providing flexible features have been some of the key pillars driving the popularity of its SMSF loans.
He also provides some important tips and common traps for SMSF investors thinking about refinancing their loan in the current environment.
With the property prices currently seeing some volatility, Mr Bannister also shares his insights on where property prices and rental returns are likely to head over the next 12 months.