SMSF Documents Library

Information is correct as at 2 July 2026 and subject to change at any time.

Applications are subject to credit assessment, eligibility criteria and lending limits. Terms, conditions, fees and charges apply. Information provided is factual information only, and is not intended to imply any recommendation about any financial product(s) or constitute tax advice. If you require financial or tax advice you should consult a licensed financial or tax adviser.

* Seriously Easy SMSF refinance applications require the following: corporate trustee applicants; the same loan amount (plus loan set-up fees); a proposed repayment that is lower than the current SMSF loan repayments; demonstrated satisfactory repayment conduct (shown through 6 months of SMSF loan bank statements); and confirmation that the SMSF is currently compliant with the ATO. 

^ Application Fee promotion applies to eligible new Prime Seriously Easy SMSF Refi applications, with residential security. Applications must be submitted and conditionally approved between 12:00am AEST 15 April 2026 and 11:59pm AEST 27 July 2026 (Promotion Period).