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NAB Super Lever Application

Combines the flexibility of a margin loan with a design that caters for self- managed super funds.

Before you get started:

1. Eligibility and requirements

  • Registered Self-managed superannuation funds (SMSFs) only
  • Underlying SMSF trust deed must allow borrowing and the pledging of the financed asset as loan security
  • A certified copy of your SMSF trust deed, and your latest SMSF audit report will be required
  • This loan can only be used to acquire financial assets from the NAB Super Lever Approved Investment list


2. Have the information ready

Personal Details

Contact information and supporting documents (driver’s licence, payslips, tax return).

Finances

Income, expenses, assets and liabilities.

Loan Details

Requested loan amount and loan term.


3. Important things to read and understand before applying

Make sure you have read these documents before continuing with your application.

 The Target Market Determination for this product is available at nab.com.au/TMD

 

Start your application

By continuing this application you agree and acknowledge that:

  • You’ve read the documents that are on the website and supplied to you in the links on this page
  • You’ve read the Risk Disclosure Statement
  • You are a trustee of a registered self-managed superannuation fund
This application should take 10 – 20 minutes to complete.