The ban on new SMSF residential LRBAs is now in effect. A separate, non-LRBA pathway remains open.
Contact

Let's see if the pathway fits your SMSF.

The fastest way to get answers is a short discovery call. Prefer to write? Send us a message and the team will get back to you.

SMSF trustees

Book a discovery call

Around 20 minutes. No pressure, no obligation.

  • Your current SMSF and what you want to build
  • Whether the Unit Trust pathway may suit you
  • Fees, timing and the next step
Choose a time →
Accountants, planners and buyers agents

Book a partner call

Learn how the pathway works and how to refer SMSF clients.

  • The structure and the six steps
  • Which clients it suits
  • How referrals work (no referral fees)
Choose a time →
Send a message

Ask us anything.

Prefer to write? Fill in the form below and the team will get back to you.

Phone0430 099 325
HoursMon–Fri, 9am–6pm AEST
Based inBella Vista, NSW

Working with SMSF trustees Australia-wide.

Quick answersRead the FAQs →
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What happens next

After you get in touch.

  1. We talk

    A short call about your SMSF, your plans and whether the pathway may suit you.

  2. You decide

    We explain fees and timing. If you'd like to go ahead, we send the intake documents.

  3. We coordinate

    Your SMSF lawyer, accountant and our partnered broker start work through the six steps.

Coordinating the SMSF Unit Trust pathway for trustees Australia-wide.

Contact

  • 0430 099 325
  • Mon–Fri, 9am–6pm AEST
  • Bella Vista, NSW
  • Book a call
Talk to the team Book a call