Advanced Investment Finance — Free Course | The Finance Family

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Invest at

THE NEXT

level!

★★★★★5-Star Rated
Free to enrol
SMSF & portfolio specialists
Complex lending experts

THE COURSE

For investors who are serious about building wealth through property. Advanced structures, SMSF lending, portfolio finance, and strategies the big banks won't walk you through.

WHO IT'S FOR

You already own at least one investment property and want to grow your portfolio

You're exploring SMSF property investment

You want to understand debt recycling, portfolio structures and advanced LVR strategies

You're working with an accountant and want to understand the finance side deeply

You want a broker who specialises in complex lending, not just standard home loans

You're building wealth and want a strategy, not just a loan

WHAT YOU'LL LEARN

01

PORTFOLIO STRUCTURING FOR GROWTH

How to structure loans so each property can stand alone — avoiding cross-collateralisation traps that limit future borrowing.

02

SMSF PROPERTY LENDING

Limited recourse borrowing arrangements, lender appetite for SMSF loans, and the compliance framework around property in super.

03

DEBT RECYCLING STRATEGIES

Converting non-deductible debt to deductible debt — the strategy explained simply and how to execute it with your team.

04

COMMERCIAL & DEVELOPMENT FINANCE

When residential investment loans aren't enough — an introduction to commercial lending and development finance.

05

WORKING WITH A FINANCE TEAM

How to coordinate your mortgage broker, accountant, financial planner, and solicitor for a unified strategy.

06

SERVICEABILITY AT SCALE

How lenders assess investors with multiple properties — and what to do when the big banks say no.

YOUR COURSE GUIDE

Sumita Bhandari

Sumita Bhandari with Monica Rouvellas

ADVANCED INVESTMENT & SMSF SPECIALISTS

Sumita specialises in complex investment lending including SMSF, portfolio structuring, and high-net-worth clients. This course brings together her expertise with Monica Rouvellas for investors who want real depth.

WHAT OUR CLIENTS SAY

★★★★★

"Sumita structured our third investment correctly from the start. We avoided cross-collateralisation and now have full flexibility to keep growing."

— Robert K., Narre Warren

★★★★★

"The SMSF module alone was worth it. Finally understood what my accountant was talking about."

— Christine W., Berwick

★★★★★

"Advanced, practical, no fluff. The Finance Family operate at a different level for investors."

— Jason P., Pakenham

COMMON QUESTIONS

Do I need existing investment properties to take this course?

It helps — this course is designed for investors with at least one property or those in advanced planning stages. If you're just starting, our Buying an Investment Property course is the better first step.

Is SMSF property investment right for me?

That depends on your balance, age, and retirement strategy — something to discuss with your financial advisor. This course explains the mechanics so you can have that conversation confidently.

What is cross-collateralisation and why should I avoid it?

It's when a lender uses multiple properties as security for one loan. It gives the lender more control and limits your flexibility. The course covers why and how to structure to avoid it.

GET INSTANT ACCESS

Free to enrol — no credit card required.

THE FINANCE FAMILY PTY LTD

ABN: 81 618 586 691 | ACN: 618 586 691


This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.

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