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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)