Borrowing

Standard Borrowing Stamp Duty Pack Lease Compliance Pack Custom Pack
      Prices Starting
at
$1000
  • Corporate Trustee for Holding Trust
  • Holding Trust Deed
  • Trustee Minutes
  • Custodian Minutes
  • Transaction guide to be provided to conveyancing solicitor
  • Letter to Stamp Duty Authority from the SMSF
  • Preparation of Statutory Declaration for Stamp Duty Authority
  • Direction by Super Fund Trustee to the Holding Trustee to enter into lease
  • Trustee Minutes
  • Custodian Minutes
  • A Combination of the Standard Borrowing Pack, Stamp Duty Pack and Lease Compliance Pack
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Information
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SMSF Borrowing

 

Following changes in legislation, Self-Managed Superannuation Funds are now permitted to borrow funds to acquire assets, and the opportunities for leverage are significant.

However, the documentation process is crucial, but can be complicated. Simple mistakes can result in serious financial penalties for SMSF Trustees and can have a long lasting financial impact on fund members – all of which makes it imperative to place SMSF borrowing activities in the hands of those with industry expertise and a firm handle on the latest legislative amendments.

Super Evolution is well versed in the new SMSF Borrowing rules and able to develop customised strategies to help SMSF’s acquire assets.

 

Carefully managed SMSF borrowing has many benefits, including:

  • Allowing members and related businesses to act as lenders where appropriate
  • Maximising the SMSF’s wealth through appreciation of its assets
  • Flexible borrowing periods
  • Boosting the flow of (non-contribution) funds into the SMSF without having to pay burdensome tax on excess contributions
  • Enabling the SMSF to purchase major assets such as residential or commercial property, larger property developments or rural holdings