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Print and order form or order online below

     

Take Advantage of the new ability for SMSF’s to borrow and gear to acquire assets.

Our SGBT documents are tailored to comply with section 37A and B , and Part 7 of the SIS Act, in particular:

•    Clarifying that the registered holder of the asset is bare trustee only and that   
      the SMSF has a beneficial interest;
•    Specifying that recourse (by lender and also any 3rd party security/guarantee 
      provider) on default is to be limited to the geared asset only and not the other 
      property of the SMSF;
•    Dovetailing with likely provisions in lenders’ Loan Agreement;
•    SMSF can make instalment payments on the loan and obtain the transfer of the 
      asset to the SMSF;
•    Specifying that the loan can cover permitted expenses incurred in the 
      borrowing/acquisition, refinancing, maintenance and repairs as per the SIS Act
•    GST provisions clarifying that transfer back to SMSF does not equate to a 
      “taxable supply”.

Our SGBT are accepted by all major lenders and their lawyers.

Two levels of service are available, depending on the transaction, $1045.00 (incl.GST) & $770.00 (Incl GST)