SUPERCentral is an advisor-based service, but on rare occasions when a client’s situation requires particular legal expertise or falls outside your firm’s specialist practice areas, you may wish to use our advisor led | client referral service.

Depending on the circumstances, there may be particular compliance requirements that are related to the leasing of property between related parties. Our lease pack is flexible enough to accommodate most of these requirements.

Our lease pack for unrelated parties can be used by individuals, companies, trustees, and SMSFs leasing business real property to a related party via a holding trustee.

When the SMSFs trust deed does not provide the necessary powers for a Limited Recourse Borrowing, an amendment to the deed is required.

The terms on which a trust is established and operated can change from time to time to ensure that the trust remains compliant, the trustee is appropriately empowered to manage the trust, and that the ongoing needs of beneficiaries are met.

Many trusts and self managed superannuation funds appoint a company, rather than an individual, as the trustee. Our document document pack simplifies the establishment of a company and ensures compliance.

SMSF borrowing requires expert attention to detail. We provide advice and documentation to improve the borrowing capacity of your client's super fund through SMSF gearing strategies.

Advice and tailoring when the lender for a SMSF borrowing requires further changes.

Stamping of the holding trust deed for a SMSF borrowing.

Contains important records evidencing the funds decision and its directions to the holding trustee to lease the property and secure the investment return.

The SMSF borrowing loan pack contains the agreements and security documents for all parties to a related party loan plus implementation, including registration with state Land Titles registers.

Self managed superannuation funds can, in limited circumstances, borrow money to acquire an investment asset. This refinancing pack contains advice, deed to effect loan, resolutions of each of the parties, some mortgage preparation documents and lodgement.

Residents of NSW, WA and VIC have the opportunity to transfer business real property they hold in their personal name into their SMSF and pay little or no state duty on the transfer to be added.

We are able to assist you with the documents required by an SMSF to apply for concessional stamp duty under the relevant Duties Act when property is transferred into the fund, either by contribution or purchase, from a member.

When a Trustee borrows from a bank they must be sure that the documents they are asked to sign for the loan are compliant with superannuation law. Review of up to six documents and assistance with 'lawyers opinion' or solicitors certificate.

Once a super fund’s limited recourse loan is repaid the fund may wish to unwind the arrangement.

Once there has been a change in the trustee/s of an SMSF the Australian Taxation Office (ATO) requires all fund assets to be held in the name of the new trustee, including all individual trustees.

Please note: Clients should consider whether this document is suitable for use in respect of NSW property as from 1 July 2022 the document may be subject to ‘ad valorem’ duty levied by Revenue NSW.

We are able to assist you with the documents required by an SMSF to apply for concessional stamp duty under the relevant Duties Act when property is transferred into the fund, either by contribution or purchase, from a member.

The implementation of a compliant property investment can be tricky. We offer a broad range of services to advise on and implement such purchases, sales and developments.

Townsend's Lawyers prepare the necessary legal documents to validly add, remove or replace trustee(s) of a holding trust to ensure that the change in trustee has been validly effected and recorded.