SMSF Loans - Trust Documentation

1300 485 243

Australian Credit Licence Number 389884

The Trusted Partner to SMSF Professionals. Click Here for details

SMSF Loans routinely achieves structural, time-frame, or 'pricing' outcomes superior to those offered by a direct approach to lenders

SMSF Loans provides SMSF Trustees with control, convenience and cost effective services that are transparent and either independently offered or bolted together for a total end to end solution.

Trust Documentation

If you are planning to borrow through your SMSF to acquire property, SMSF Loans can assist you to gain an indicative approval before you go to the expense of establishing your SMSF or Bare Trust Structures. As different lenders have different requirements regarding the Bare Trust and Trustee structures it is prudent and cost-effective to have selected your loan first.

To start the loan approval process please complete and return the relevant Enquiry Form and one of our accredited SMSF Loan consultants will contact you within four business hours.

SMSF Loans can also assist you with your Trust Documentation needs. To order any of the following documents / services CLICK on the downloadable document links below:

Documentation / Service	Price (incl. GST)
New SMSF Trust Only	$495
New SMSF Trust & Company (Corporate Trustee)	$1,295
Existing SMSF Trust update rules	$495
New Bare Trust (Security Trust) Only	$495
New Bare Trust & Company (Corporate Trustee)	$1,295
New Bare Trust & 2 x Companies (Trustees for SMSF & Bare Trust)	$2,095
New Company (Corporate Trustee) Only	$950
New SMSF, Bare Trust & 1 x Company (Corporate Trustee)	$1,695
New SMSF, Bare Trust & 2 x Companies (Corporate Trustees)	$2,395
Related Party Loan Documents	$495

If you need advice on establishing your SMSF, or the benefits of borrowing through an SMSF Structure – CLICK Here for Advice.