Finance Expertise Tailored to Deliver Your SMSF Goals

Our dedicated team simplifies the complex SMSF finance process, handling all stakeholder communication so you can focus on building wealth through your self-managed super fund.

Acquiring property (commercial and residential) assets within SMSF (Self-Managed Superannuation Fund) is undertaken by some investors and advisors, as a wealth creation strategy. Leidara can assist with this form of lending. SMSF loans or limited recourse borrowing arrangements (LRBAs) are structured to allow a super fund to invest directly in different asset classes such as residential or commercial property, shares, or managed funds.

Shape Your Retirement Strategy

With an SMSF, you have the autonomy to shape your retirement strategy. Take charge of your investment decisions and tailor your portfolio to align with your financial goals. We’ll provide the guidance and expertise you need to make informed investment choices and grow your retirement savings.

Investment Autonomy

Enjoy the freedom to make investment decisions that align with your financial objectives within your SMSF. Choose from a wide range of investment options, including property, shares, and managed funds.

Expert Guidance

Rely on our experienced advisors to provide insights and advice for optimising your SMSF investment strategy. We can assist you in understanding the risk profiles and potential returns of different asset classes.

Diversify Your Portfolio for Optimal Returns

Unlike traditional superannuation funds, SMSFs offer you a wider range of investment options. You can diversify your portfolio across various asset classes, such as shares, property, bonds, and more. This flexibility allows you to seize opportunities in different markets and adapt to changing economic conditions, optimising your returns.

Diverse Asset Allocation

Benefit from a diverse portfolio across multiple asset classes to enhance your SMSF returns. Our experts can help you create a well-balanced and diversified investment strategy.

Adaptable Investment Strategy

Capitalise on market opportunities and adapt your portfolio to changing economic conditions. We can provide guidance on timely adjustments to your investment mix based on market trends.

Tailored Investment Strategy for Your Goals

At Leidara Loans & Advisory, we understand that every individual has unique retirement objectives. Our experienced advisors will work closely with you to understand your financial aspirations, risk tolerance, and timeline. We’ll develop a tailored investment strategy for your SMSF that aligns with your objectives, ensuring you have a clear roadmap to reach your retirement goals.

Personalised Financial Planning

Receive a customised investment strategy designed to achieve your specific retirement goals. We’ll assess your financial situation and preferences to create a personalised roadmap.

Roadmap to Success

Follow a clear plan that outlines the steps to achieve your desired SMSF outcomes. Our team will regularly review and update the strategy to keep it aligned with your changing needs.

Expert Support for Complexities of SMSFs

Furthermore, navigating the complexities of SMSFs can be daunting, but with our team of knowledgeable experts by your side, you’ll have the support you need. We’ll provide you with comprehensive guidance on compliance requirements, investment options, and tax strategies. Our goal is to empower you with the knowledge and confidence to make informed decisions that optimise the growth of your superannuation fund.

Compliance Assistance

Receive guidance on meeting SMSF compliance requirements, ensuring your fund adheres to regulations. We’ll help you understand the rules and regulations governing SMSF investments.

Tax and Investment Strategies

Benefit from expert advice on tax efficient SMSF investment strategies. We’ll help you maximise tax benefits and minimise tax liabilities.

Personalised Service for Effective SMSF Management

Personalised Service for
Effective SMSF Management

At Leidara Loans & Advisory, we prioritise delivering personalised service that caters to your specific needs. We understand that managing an SMSF requires attention to detail and ongoing monitoring. Our dedicated team will provide ongoing support, including administration assistance, reporting, and regular reviews of your investment strategy. Count on us to be your trusted partners in managing your SMSF effectively.

Dedicated Support

Access ongoing support and assistance in managing your SMSF effectively. Our team is available to answer your queries and provide prompt assistance.

Transparent Reporting

Receive comprehensive reporting to stay informed about your SMSF’s performance. We’ll keep you updated on the progress of your investments.

Professional Advice for SMSF Loans

It is important to seek professional advice from an experienced mortgage broker in SMSF loans. Leidara Loans & Advisory can help you figure out the specific requirements, regulations, and risks associated with borrowing within an SMSF. We want to guide you through the process and help you determine if an SMSF loan is suitable for your investment goals and the compliance requirements of your SMSF.

Expert SMSF Loan Guidance

Rely on our expertise to navigate the complexities of SMSF loans and make informed decisions. We’ll help you understand the risks and benefits of SMSF borrowing.

Tailored Investment Solutions

Explore SMSF loan options that align with your investment goals and SMSF compliance requirements. Our team can help you secure the most suitable loan for your SMSF’s investment strategy.

COMMERCIAL FINANCE

TERM LENDING

FRANCHISING

SMSF

WORKING CAPITAL

COMMERCIAL FINANCE

TERM LENDING

FRANCHISING

SMSF

WORKING CAPITAL

Request a briefing to discuss your SMSF.

Turning Franchise Aspirations into Reality

By choosing our franchise loans, you gain access to the capital required to turn your franchise aspirations into reality. With our expertise in franchise financing and our dedication to personalised solutions, we are the ideal partner to support your franchise funding needs.

Request a briefing today to discuss how we can assist you in obtaining a franchise loan that suits your specific requirements. Our team is ready to guide you towards the success of your franchise venture.