SMSF borrowing pack

Price: $935 - with holding trust deed

This fixed price product includes legal advice and tailoring.

The SMSF borrowing pack includes:

  • outline of transaction steps
  • advice letter explaining the legal issues of the transaction, superannuation compliances and guidance regarding investment strategy
  • the holding (bare) trust deed
  • trustee minutes
  • holding trustee minutes
  • Conveyancing Guide if real estate is being purchased

IMPORTANT: Director Identification Number

For further information, please call our office on 02 8296 6266