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SMSF Broker Success Story

smsf

Self-managed super fund home loans can be highly complex, especially since they require much more attention than a standard home loan. 

Backed by a team with 15 years SMSF experience, Bluestone was able to help broker, Sam work through a tough SMSF deal, offering fast turnaround times and exceptional service.

Read about the broker’s experience with Bluestone below. 

What was the customer’s situation and how did Bluestone?

The clients wanted to purchase multiple residential properties through SMSF, under extremely tight turnaround times for settlement. 

What made this deal unique or challenging?

The clients wanted to maximise LVR through rental and interest returns only and therefore did not contribute more to the fund. 

Turnaround times were tight and became a challenge when we experienced delays with valuations and tenant issues. 

What product did your customer receive?

SMSF residential loan.

Tell us about your experience working with Bluestone.

Communication from our initial discussion to settlement was wonderful. 

The credit team was exceptional, they updated me promptly when they experienced delays with property valuations. Documents were escalated quickly, emailed and reviewed via scan return to reduce time. It really felt like we were a team working to assist the client!

Both property purchases settled on time so the client couldn’t be happier. 

Anything else you’d like us to know about the deal or your experience with Bluestone?

The whole process was seamless from submission to settlement, across the entire Bluestone team.

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