5 steps to getting SMSF Borrowing started

  • 01

    Apply

    Fill Out this application Form. You need to know who you are borrowing from.

  • 02

    Receive Package

    Supervision will provide you with a custody Trust Agreement to sign.

  • 03

    Loan Details

    Complete your SMSF loan schedule details.

  • 04

    Final Package

    Supervision will provide you with all the documents your lender needs.

  • 05

    Finalise

    All of the borrowing arrangement documents are ready for settlement.

What is included in this Service?

  • Bare Trust (Custody Trust) Document
  • Company to act as the trustee for the Bare Trust Document.
  • Information sheet on standard naming conventions for investments purchased under this arrangement.

What isn’t included in this Service?

  • Legal advice on the appropriateness of this structure for your SMSF.
  • Legal advice or costs associated with stamp duty requirements in the state jurisdiction of purchase.
  • Legal sign off for banks.
  • Investment advice in regards to the asset purchased.

Need Help?

Supervision SMSF are here to help, so if you are having trouble with the questions in this application, it is better to consult with us to get it right than to finish incorrectly – Call today 1800 693 863

Contact us

Apply Now

SMSF LRBA Application

All areas of this form are required to be completed correctly. Any omissions, corrections or changes to the application form may result in delays and/or additional fees.  Your SMSF adviser can help you to complete this form on your behalf.

Once this application form has been completed, Supervision will arrange payment for this service.

You will be required to supply further information for this process to be fully completed.  You will be notified by email the further steps and information required to fully complete this task.