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