SMSF Loan Review Request

Fill in your loan details below and Charmain will come back to you within one business day with an honest assessment of what refinancing could save your fund — and which lenders on her 50+ panel are the best fit for your structure.

$95,370

saved by Kerry & Paul after one review

Your details

Your loan

Fund structure

Your goal

Your details

So Charmain can get back to you promptly.

First Name *

Last Name *

Phone Number *

Email Address *

Your current SMSF loan

You can find most of these on your most recent loan statement or online banking.

Current loan balance *

Current interest rate * Check your loan statement or online banking

% p.a.

Remaining loan term *

Years

Monthly rental income Gross rent before fees

$ / mth

Current lender / bank * Who your SMSF loan is currently with

Member wages

SMSF lenders assess serviceability using member income — so wages matter. If fund members earn wages from a business or employer, enter them here.

How many fund members earn wages? Select the number of members with employment or business income

SMSF structure

Trustee type affects which lenders are available and what rates apply — so this matters.

Trustee type *

Corporate Trustee

A company is set up specifically to act as trustee of the SMSF

Individual Trustees

The fund members act as individual trustees in their own names

Not sure? Check your trust deed or SMSF annual return — it will say. You can also leave this blank and Charmain will ask.

Property type

Why are you reviewing your loan?

Select all that apply — the more context Charmain has, the more useful her assessment will be.

I think I'm paying too much My lender doesn't suit my fund I want to access equity in my fund Just want an honest review My fixed rate is expiring soon Looking to purchase another SMSF property

Anything else Charmain should know? Optional — but the more detail, the better the assessment

🔒 Your details go only to Charmain Hughes at LoanChat. Never shared, never sold.
By submitting this form you agree to our Privacy Policy.

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Response within 1 business day

Charmain reviews every submission personally

🔒

No obligation

An honest assessment — no pressure to proceed

💰

Completely free

No cost to review your current loan

✅

Review request received!

Charmain will review your loan details and come back to you within one business day with an honest assessment of what refinancing could save your fund.

Book a call while you wait Back to LoanChat

What happens next

Charmain reviews your loan details and runs comparison across her 50+ lender panel
She identifies the best rate and structure for your fund's specific situation
She contacts you within one business day with her findings — no fluff, just numbers
If refinancing makes sense, she manages the entire process including bare trust transfer