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Your SMSF documents, organised & secure

Access your loan, trust and compliance documents anytime through your secure Your Loan Store Vault.

Your documents are secure

  • 256-bit encryption
  • Secure access links
  • Australian data storage
  • No data sharing or third-party access
Learn how it works
Access your vault

A better way to manage your SMSF documents

When you set up an SMSF loan, there are a lot of moving parts – trust deeds, loan documents, lease agreements, compliance paperwork. 

Instead of searching through emails or folders, your documents are stored securely in one place, ready whenever you need them. No more digging through old inboxes, chasing attachments or trying to piece everything together at the last minute.

When your accountant, auditor or lender requests information, you can access and share it instantly — saving time, reducing stress and keeping everything organised.

Simple, Secure Access

  • Your documents are uploaded during your loan process
  • Your vault is created automatically
  • You receive a secure access link via email
  • Access anytime when you need your documents
Access your vault

What you get with your vault

  • Trust deeds, loan documents & lease agreements stored securely
  • Audit-ready files whenever your accountant needs them
  • Easy sharing via secure access links
  • Documents organised from your original loan application
  • Ongoing access for refinancing or future lending

Built for real SMSF investors

Whether you’re:

  • Preparing for an audit
  • Working with your accountant
  • Refinancing your SMSF loan
  • Reviewing your structure
Your vault keeps everything in one place.

Thinking about refinancing?

Your vault already stores your original loan documents — meaning:
  • Faster applications
  • Less paperwork
  • Smoother approvals
When you’re ready, we can help you compare options across 60+ lenders.
Explore Refinance Options

Ready to access your documents?

Already have a vault set up?
Access Vault
Need help or want to set one up?
Speak to a Broker

Disclaimer

The information provided on this site is on the understanding that it is for illustrative and discussion purposes only. Whilst all care and attention is taken in its preparation any party seeking to rely on its content or otherwise should make their own enquiries and research to ensure its relevance to your specific personal and business requirements and circumstances. Terms, conditions, fees and charges may apply. Normal lending criteria apply. Rates subject to change. Approved applicants only.

  1. There may be occasions where you may be charged a fee by your broker. 

  2. Your broker is able to assess each lender’s approval times and identify those that can provide approval quickly, however this is subject to change and can vary significantly based on how complex is your loan application and how quickly you’re able to provide the information we need.

  3. Not all lenders are available to all brokers. The exact details of the lenders your broker has access to is disclosed within the Credit Guide your broker gives to you when providing credit assistance or is available upon request.

  4. The way in which your broker will stay in touch with you will differ, however typically this will be via email. In addition you will be able to contact them for guidance as required. You are able to opt out of these communications at any stage.