Since mid-August 2026, SMSF trustees can't take out new LRBAs to buy residential property. If your clients are asking what they can do now, we coordinate a separate, non-LRBA Unit Trust pathway, and you stay their trusted adviser throughout.
"My client was about to buy with an LRBA. What now?"
You keep the fund's accounting and compliance work. We coordinate the structure around it.
"Property was part of my client's SMSF strategy."
Your strategy advice stays with you. We handle the coordination between lawyers, accountants and lenders.
"My SMSF buyers have stalled."
Give trustees a pathway to keep building, while you stay involved in the property side.
We don't give financial, tax, legal or credit advice, and we don't compete for your client. Your role is respected at every step.
SMSF lawyers, accountants, our partnered broker, builders and lenders, coordinated through six clear steps. You don't have to project-manage it.
We don't pay or charge referral fees. You refer because the pathway helps your client, which keeps your recommendation independent.
We walk you through the structure, the process and the kind of clients it suits.
Send them our way or have them book a discovery call directly. We just need their permission to talk.
The SMSF lawyers, accountant and our partnered broker work through the six steps, with your client making the decisions.
With your client's consent, we keep you informed at key milestones through to construction.
These are general indicators. Suitability for each fund is confirmed by the client's own licensed advisers.
No. We don't pay or charge referral fees. Partners refer because the pathway helps their clients.
No. We coordinate one specific process. Your ongoing relationship and advice stay with you.
Yes. With your client's consent, we'll keep you updated at key milestones. The legal, accounting and finance work is handled by the SMSF lawyer, accountant and our partnered broker.
Just an introduction and your client's permission for us to contact them. We handle the intake from there.
The ban applies to new LRBAs over residential property. The Unit Trust pathway is a separate, non-LRBA structure supported by a senior counsel opinion. Compliance for each fund is confirmed by the client's own SMSF lawyer and auditor before anything proceeds.
A short call to walk you through the pathway, who it suits and how referrals work. No obligation.
Or call 0430 099 325 · Mon–Fri, 9am–6pm AEST