SMSF Bare Trust Package (Bank Loan)

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SMSF Bare Trust (Bank Loan)

Establish a Bare Trust for SMSF Borrowing (Bank Loan) from $230. This package includes all documentation needed establish a Limited Recourse Borrowing Arrangements (LRBA) for a bank loan. Our SMSF Borrowing package can be used when a SMSF is borrowing to buy a single asset, which may include shares, units or real property. Trust documents created and stored on your dashboard in minutes. All documents are current and compliant.

What is a Bare Trust ?

A Bare Trust is document where the Trustee holds property without any beneficial interest. A self-managed superannuation fund (SMSF) cannot legally borrow by itself; certain criteria must be considered prior to borrowing. If appropriate to do so, the Superannuation Industry (Supervision) Regulations 1993 (SIS Act), may enable a SMSF to acquire a loan to purchase an investment property under a custodian deed or bare trust.

What other considerations are there for establishing a Bare Trust?

You may need to consider the following:

  • Compliance with the SIS Act - Superannuation legislation has evolved significantly – many old deeds may not have been drafted to cater for the continual changes in the law which may restrict the Trustees. By updating your deed, it ensures your fund is current, complaint and contains the borrowing provisions that enable Limited Recourse Borrowing Arrangements.
  • SMSF and Bare Trust Trustee – Some lenders require both the trustees of the SMSF and the Bare Trustee to be corporate entities. The Trustee of the SMSF and the Trustee of the Bare Trust must be different legal entities. If required, Abbots can prepare the SMSF Trustee changes to replace the individual trustees to the corporate trustee.
  • Bare Trust Deed (Declaration of Custody Trust)
  • Compliance Letter
  • Minutes Documents
  • 24/7 Registration
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from $230

Documents included with the Bare Trust Package

  • Bare Trust Deed (Declaration of Custody Trust)
  • Compliance Letter
  • Minutes Documents
How much does it cost to establish a bare trust?
The bare trust package starts from $230. This package includes all documentation needed establish a Limited Recourse Borrowing Arrangements (LRBA) for a bank loan. There is an optional printing service that will provide you with bound deeds delivered to your door.
How long does it take to establish a bare trust?
The order form for a bare trust usually takes about 5 minutes to complete. Once your order completes, the PDF copy of the documents will be available in minutes. We will send you an email confirmation that everything is ready. If you require the full bare trust documents, this will be carefully prepared and sent out within 1 business day and delivered using our secure couriers.
What information do you need to establish a bare trust?
Our complete bare trust checklist can be downloaded here.
Should I seek legal advice?
The summary displayed on this page is for information purposes only. Summary for bare trusts should be considered general in nature, and should not be a substitute for professional legal advice. You must always seek your own independent legal, financial and accounting advice about your unique situation.
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