From redrawing for property repairs to understanding offset structures and pre-2018 grandfathering rules, Chesworth highlights that success in SMSF lending depends as much on precision and teamwork as it does on opportunity.
Listen as they discuss:
- How advisers can work through the complexity that still exists in SMSF borrowing.
- What technical traps remain and how redraws, offsets, and refinancing can trigger compliance risks.
- The importance of collaborating closely with lenders and prioritising expertise and structure over rate alone.
