Super

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If you have a Self Managed Super Fund (SMSF) First Option is here to make your life easy! Our products for SMSFs include:

First Option has created the Super Cash Hub that allows you to receive dividends, interest from investments and member contributions. You can also make payments and manage taxation obligations.

  • Super Cash Hub - helping you manage your everyday cash
  • Term Deposits - lock in a high rate of interest
  • Investment Property Loans
  • Cash Management Account (S45)
  • Access to your cash is easy
  • Earn high interest at call
This is one of the best accounts in the SMSF market for good reason.

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Features

  • Fee free transactions and transfers
  • No set up, account keeping or management fees
  • Free 24/7 access via Internet, Mobile and Phone Banking
  • Detailed monthly statements

Benefits

  • Sophisticated reporting and access to your account
  • Improved cash flow management
  • Save time with SMSF administration
  • Provide differing levels of account access to your SMSF Accountant, Auditor or other financial services professional

SMSF Residential Property Loans

There are two great options for your SMSF to borrow:

  1. Unlock the equity in your home to effectively use your SMSF to borrow and leverage into property. These structures seem complex at first, but with the right advice… the process is very simple indeed.
  2. Limited Recourse Loans. Refer to the video below for an explanation.

 

Features:

  • The maximum LVR for residential investment properties is 75%.
  • 100% Mortgage Offset account is available
  • You can make additional repayments at any time

Notes:

  • Not available if using commercial property as security
  • First Option requires applicants to seek independent financial and legal advice before committing to a property purchase.

Learn More

SMSF Advice

First Option is pleased to recommend Dr Steven Enticott of the CIA Group. Steven is a market leader in the SMSF field and a regular commentator on SMSF with common-sense, straightforward and practical SMSF structuring advice. As part of our SMSF service at First Option, we can assure you the very best of his high level service.

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