Liberty on helping brokers navigate complex lending scenarios

Every deal that lands on a broker's desk seems to carry more complexity than the last. Between shifting SMSF lending rules, market volatility and unpredictable RBA rate decisions, brokers are under growing pressure to find the right fit for their clients, fast. In this exclusive interview with MPA, David Smith, chief distribution officer at Liberty, shares how brokers can cut through that complexity and deliver better outcomes. 

With nearly 30 years of non-bank lending experience, Smith offers brokers a practical view of what it takes to succeed in the current environment – from looking beyond the obvious in a client's story, to engaging lenders earlier in the process. He also unpacks how Liberty is supporting brokers through the recent SMSF lending changes, and what's coming next for clients affected by the shift.

Key Takeaways:

  • Why looking past the surface-level facts of a scenario often reveals better lending solutions
  • The value of engaging a broader panel of lenders, including non-bank options, earlier in the process
  • How Liberty has adjusted its SMSF lending support since the changes introduced after the budget
  • What's ahead for residential SMSF refinancing, and how Liberty is preparing for it
  • Why staying front of mind with specialist lenders like Liberty pays off, even without an active deal in han/d

Don't miss Smith's insights on navigating today's lending landscape. Watch the full interview now.