If you've written SMSF loans in the past, there could be untapped opportunities sitting right in your back book.
Over the past few years, many major banks have stepped away from SMSF lending. While the lenders have left the market, the borrowers haven't. Thousands of SMSF clients are still sitting on loans that may not have been reviewed since settlement.
With residential SMSF refinance rates through EasyRefi now starting from 7.05% p.a.*, now could be the perfect time to reconnect with these clients and see whether a better outcome is available.
A simple place to start is by identifying clients with existing SMSF residential loans, particularly those still financed through a bank. A quick review of their current rate could uncover refinancing opportunities that help improve their lending position while strengthening your client relationships.
Beyond competitive SMSF refinance rates, the process is designed to make refinancing simpler for both you and your client.
With fewer SMSF lending options available in the market, now is a great opportunity to reconnect with existing clients, deliver value and uncover new business from relationships you've already built.
Speak with your CLM or Connective Complete BDM to learn more about SMSF EasyRefi.
*Corporate applications only. Credit fees and charges apply. Refer to the product and rate guide for full terms and conditions
