SMSF – LRBA – Related party lender

The late 2007 changes to section 67 of the SIS Act to permit SMSF borrowing provide a unique opportunity for members of an SMSF to acquire land and listed securities in a tax effective structure. Our document provides a simple and cost effective solution to the documentary requirements of this legislative change.

For more information about our SMSF – LRBA – Related party lender package please click here.

Package Price: $2,750.00

View Order Form (PDF)

Telephone Tricia Shales on 02 8915 4949

SMSF - Instalment warrant - Related Party Lender

  • Super Fund Trustee / Director Details

  • Custodian

  • (if applicable)
  • Lender

  • (if applicable)
  • % per annum payable
  • Please see the attached for details of information about the loan amount and term
  • Please supply address (including state or territory) and title reference
  • Please provide details on the number of shares or units held and name of company, unit trust, fund etc as agreed between the SMSF and custodian
  • IMPORTANT In instructing us to proceed you acknowledge that you have read and understood our attached outline of the basis on which we will proceed to do the work and the assumptions we will rely on.
  • (to send documents)