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SMSF Borrowing

What’s Included

Direct Bank Loans

If the SMSF trustee will borrow from a bank or other commercial lender, our documents include:

  • Covering letter to the adviser/client
  • Checklist providing guidance on the timing and implementation of the arrangement
  • Suggested resolutions for the SMSF trustee and custodian
  • Bare trust deed (click here to set up a ‘bare trustee’ company)
  • Supplementary agreement
  • SMSF Borrowing Memo

Related Party Lenders

If the SMSF will borrow from a related lender (a related family trust, company or the members personally), our documents include:

  • Covering letter to the adviser/client
  • Checklist providing guidance on the timing and implementation of the arrangement
  • Suggested resolutions for the SMSF trustee and custodian
  • Bare trust deed (click here to set up a ‘bare trustee’ company)
  • SMSF Borrowing Memo
  • Limited-recourse loan agreement
  • Guarantee and indemnity