SMSF Borrowing Application Form
5 steps to getting SMSF Borrowing started
1. Apply
Complete our SMSF Borrowing Application Form.
You’ll need to provide details about your lender and the property being purchased.
2. Review & Confirm
We’ll send you an email notification summarising your borrowing structure.
Review the details carefully and confirm everything is accurate..
3. Invoice & Payment
We’ll issue an invoice for the borrowing documentation package.
Once payment is received, we begin preparing your legal documents.
4. Receive Document Pack
You’ll receive a complete document pack, including:
- Bare Trust (Custody Trust) documents
- Corporate Trustee documents
- Letter Pack for your Mortgage Broker and Settlement Agent
These documents are tailored to meet your lender’s requirements and ensure your broker and settlement agent have everything they need.
5. Finalise & Settle
Pass the document pack on to your broker and settlement agent.
Your borrowing arrangement is now 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 is 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 the SMSF application, it is better to consult with us to get it right than to finish incorrectly – Call today 08 9367 9655
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SMSF Establishment & Administration
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 specialist adviser can assist you or complete it on your behalf.
Please ensure that you read and understand the Terms & Conditions regarding the services this application relates to. Once this application form has been completed, you will be directed to confirm your application and pay for the establishment of your new SMSF.