Top Navigation

LRBA Wind Up Documentation

Click here for online SMSF Core Course unit 10 training – LRBAs

DescriptionPricing
LRBA Wind Up Documentation$880
* Add $75 for hard copy per arrangement.
Price is per bare trust. An additional $880 applies per bare trust.
Pricing includes GST.

DBA Lawyers offers a suite of documents to evidence the repayment of a limited recourse borrowing arrangement (‘LRBA’) loan and the direction by the SMSF trustee to the bare trustee to transfer the LRBA asset.

Accordingly, this documentation contains documents to confirm the ending of an LRBA and provides practical guidance on concluding LRBAs after the loan has been fully repaid.

In particular, this documentation provides:

  • A covering letter.
  • Suggested resolutions for the SMSF trustee and the custodian.
  • A direction from the fund’s trustee to the custodian for the LRBA.
  • A letter from the lender to the fund’s trustee confirming the end of the loan.

*Please note that the discharge and finalisation of any mortgage, charge and security documents as well as any property transfer, are not included in this documentation suite. These need to be ordered separately through your preferred provider.