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STANDARD DOCUMENT PACKAGES

All order forms are reviewed by an experienced lawyer on receipt. We will call you if we spot any issues requiring discussion or clarification.

SMSF – LRBA – Third party lender

The revisions to section 67 of the SIS Act in late 2007, allowing SMSF borrowing, open an avenue for SMSF members to acquire land and listed securities within a tax-efficient framework. Our document offers an uncomplicated and cost-effective solution to fulfill the documentary prerequisites associated with this legislative modification.

For more information about this package, please get in touch.

SMSF – LRBA – Third Party Lender

SMSF - LRBA - Third Party Lender

Super Fund Trustee / Director Details

Custodian

if applicable
and folio identifier
Please provide details on the number of shares or units held and name of company, unit trust, fund etc as agreed between the SMSF and custodian.
Governing Laws (only required if asset is securities)

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To send documents

Liability limited by a scheme approved under Professional Standards Legislation.