SMSF & Specialist
Specialist lending can be subject to specific superannuation, lending and legal requirements. Speak with us to understand whether your situation may suit a specialist lending conversation.
Overview
Not every borrower fits a standard lending policy. Self-employed income, complex structures and self-managed super funds can all require a specialist approach.
We’ll help you understand the lending side and work alongside your accountant and other advisers where needed.
Compliance gate: Final SMSF service scope and current regulatory wording must be confirmed and approved by the licence holder before go-live.
30+lenders compared
What we can help with
SMSF lending (subject to scope)
Self-employed borrowers
Alternative documentation
Complex structures
Specialist lender assessment
Working with your advisers
How it works
Your situation and what you’re trying to achieve.
Whether specialist lending may be appropriate.
Work with your accountant or advisers as needed.
Prepare and manage the application.
Capta Financial
Specialist lending, explained properly.
FAQ
Can’t find what you’re looking for? Speak directly with a Capta broker.
SMSFs can borrow under specific arrangements with strict rules. Speak with your accountant or financial adviser about suitability; we can explain the lending side.
Yes, many lenders work with self-employed borrowers. Documentation requirements vary, and some lenders offer alternative verification options.
Related services
Understand your borrowing position and navigate the finance behind an eligible investment property purchase.
Where appropriate, we can also assist with selected business lending requirements.
Review your existing lending and assess whether it continues to fit your current circumstances, goals and priorities.
Book a meeting
Speak directly with a Capta broker about where you are today and what you’re looking to achieve.
45 minutes. No cost. No obligation.
