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Available Formats
| Format | Title | Date | Code | Price |
|---|---|---|---|---|
| Online | SMSF Borrowing (Bank) - Cleardocs | 01/07/2012 | 30157312 | $198.00 |
Description
Use Cleardocs to create document packages for SMSF borrowing ("limited recourse borrowing arrangements") — as allowed under Section 67A of the Superannuation Industry (Supervision) Act 1993
(Cleardocs also provides an SMSF borrowing document package for when the lender is a related party, click here for more information.)
The limited recourse borrowing document package for SMSF borrowing when the lender is a bank includes:
- Declaration of Custody Trust
- Compliance Letter
- Trustee Minutes
- Establishment Kit telling you what to do next
The bank borrowing packages have been developed in close consultation with the major banks. When you order, we ask you which bank is the lender and we then tailor the document to meet that bank’s requirements.
To order documents from Cleardocs, you answer questions on an online interface and pay on a pay-per-use basis. The Cleardocs master documents and interface etc are signed-off by the law firm Maddocks. Read more >>
General
