Our SMSF Bare Trust documentation has been drafted by experienced lawyers to ensure compliance with the requirements of the Superannuation Industry Supervision Act and is suitable for use where finance is provided by banks or other commercial lenders, unrelated lenders or related parties. The documentation is suitable for use Australia wide and includes all the necessary minutes and resolutions to ensure the fund remains compliant at audit time. The documents are guaranteed to meet any bank or other commercial lender requirements.

All documentation is prepared and reviewed by our specialist SMSF legal team providing you with comfort that you are receiving the highest quality bare trust documentation available in the market today. Common compliance traps are identified early in the establishment process ensuring success at the time of settlement.

We can also assist with loan agreements for related party limited recourse borrowing arrangements adhering to the ATO’s Safe Harbour Guidelines and our expert team is available to assist with any questions you may have with regards to establishment and ongoing compliance.

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