Optimiser SMSF

Interest Rates

Optimiser SMSF Rates Matrix

Location Guide

Postcode Security Guide (use to check location acceptability)

Income & Employment Guide

Optimiser Income & Employment Policy

Servicing Calculator

Servicing Calculator (select SMSF servicing calculator from tabs along the bottom once downloaded)

Application Forms
- Optimiser SMSF Checklist (to be supplied with ALL applications)
- Mortgage Mart Application Form – (Digital Signature ready)
- Upfront Valuation Form
- VOI / KYC – (all applications)
Commissions
- Commission Clawback Policy