Home Loans First Home Buyer Refinancing Investment Loans Construction Loans SMSF Loans Self-Employed LMI Waivers All Suburbs Guides Calculators About 📞 02 8046 3933 Book Free Consult
Link copied!

SMSF Property Loans Hub

Your complete guide to borrowing inside a self-managed super fund. Everything from LRBA basics to lender selection, compliance requirements and worked examples — all in one place.

✓ LRBA specialists ✓ Residential & commercial ✓ 50+ lenders compared ★ 77 five-star reviews

SMSF Lending — 2026

Max LVR (residential)Up to 80%
Max LVR (commercial)Up to 70%
Min SMSF balance~$200K+
Structure requiredLRBA + bare trust
Lenders on panel15+ SMSF lenders
Our fee to you$0 — Free

SMSF Property Borrowing — The Complete Picture

A self-managed super fund (SMSF) can borrow to purchase investment property — residential or commercial — through a structure called a Limited Recourse Borrowing Arrangement (LRBA). This hub brings together everything you need to understand how SMSF property lending works, what's required, and how to get it right.

John's lending insight — SMSF Finance

SMSF lending is one of the most complex areas of mortgage broking — and one where the cost of getting it wrong is highest. The structure must be ATO-compliant, the lender must be SMSF-accredited, and the property must meet the sole purpose test. I work alongside SMSF specialists and accountants on every SMSF loan — this is not a product to DIY.

What Is an LRBA?

A Limited Recourse Borrowing Arrangement is the legal structure that allows an SMSF to borrow money to buy an asset. "Limited recourse" means that if the SMSF defaults, the lender's recourse is limited to the asset being purchased — they cannot pursue other SMSF assets. The property is held in a separate bare trust (holding trust) until the loan is fully repaid, at which point legal title transfers to the SMSF.

SMSF Hub — Quick Navigation

Key SMSF Borrowing Rules

  • Sole purpose test: The property must be held for the sole purpose of providing retirement benefits — it cannot be lived in by fund members or relatives
  • Single acquirable asset: The LRBA must relate to a single asset (or a collection of identical assets). You cannot borrow to buy a mixed-use property that would be improved beyond its current state
  • No improvements while under LRBA: The property cannot be substantially improved while the loan is in place — repairs and maintenance are fine, capital improvements are not
  • Business real property exception: Commercial property leased to a related party (e.g. your own business) at market rent is permitted — this is a key strategy for business owners
  • Minimum fund balance: Most lenders require the SMSF to have at least $200,000–$250,000 in assets (excluding the property being purchased)

Who Should Consider SMSF Property Investment?

  • Business owners who want to own their commercial premises inside super
  • High-income earners with large super balances seeking diversification
  • Investors approaching retirement who want to hold property in a tax-advantaged structure
  • Those with $400,000+ in super who can support a meaningful property purchase without over-concentrating the fund

SMSF property investment is not suitable for everyone — particularly those with small fund balances, limited liquidity, or who need flexibility to access funds. We assess suitability as part of every SMSF lending conversation.

Tax Advantages of SMSF Property

  • Rental income taxed at 15% (vs up to 47% in personal name)
  • Capital gains tax at 10% if held more than 12 months (vs 23.5% personally in 45% bracket)
  • Zero CGT in pension phase if the property is sold after all members are in pension mode
  • Interest deductible against the fund's 15% tax rate

More Ways We Can Help

SMSF Property — Common Questions

How much super do I need to buy property in my SMSF?
Most lenders require the SMSF to hold at least $200,000–$250,000 in liquid assets (cash and investments, excluding the property being purchased) after the transaction. You also need enough to cover the deposit (typically 20–30% of purchase price), stamp duty, legal costs for the bare trust deed, and a cash buffer for ongoing costs like rates and insurance.
Can my SMSF buy a property I already own?
Generally no for residential property — selling your personal residence to your SMSF is prohibited as a related-party transaction for residential assets. Commercial property is different — your SMSF can purchase business real property from a related party (including you) at market value. This is a common strategy for business owners to move their premises into super.
What is a bare trust and why is it needed?
A bare trust (also called a holding trust or custodian trust) holds the legal title to the property during the LRBA period. The SMSF is the beneficial owner — it receives all the income and is responsible for all costs — but legal title sits with the bare trustee until the loan is repaid. Once the loan is fully repaid, title is transferred to the SMSF at no stamp duty cost (in most states). A solicitor must establish the bare trust deed before the loan settles.
Can I use my SMSF to buy a property and then live in it when I retire?
Not while the LRBA is in place, and not while the property is held in a fund that has members in accumulation phase. Once all members are in full pension phase and the loan is repaid, the property can be transferred out of the SMSF to members as an in-specie lump sum benefit — at which point they own it personally and can live in it. This is a genuine retirement strategy but requires long-term planning.
Is SMSF lending advice free?
Yes — our broking service is free. We're paid by the lender when your loan settles. We work alongside your SMSF accountant and solicitor — the full professional team typically includes us (finance), an SMSF accountant (fund compliance), and a solicitor (bare trust deed and conveyancing). We can refer you to trusted specialists if you don't have them.

Ready to Discuss SMSF Property Finance?

Free consultation. 50+ lenders compared. Personal response from John.

MFAA Accredited · ACL 511092 · 77 × 5-Star Google Reviews · Free Service
ocument.createElement('textarea'); ta.value = url; document.body.appendChild(ta); ta.select(); document.execCommand('copy'); document.body.removeChild(ta); const toast = document.getElementById('shareToast'); toast.classList.add('show'); setTimeout(() => toast.classList.remove('show'), 2000); }); }