SMSF Gearing

POA

SMSF borrowing requires expert attention to detail. Townsends Lawyers can provide you with all the necessary advice and documentation required to maximise the borrowing capacity of your clients' super funds  through our SMSF Gearing service suite.  You select only the services you need.   Each service is priced separately so you can immediately calculate the total price of your gearing documentation.

Our SMSF Gearing pack includes:

  • Outline of the steps of the transaction and how to implement them,
  • Advice letter explaining the legal issues of the transaction, the superannuation compliance issues and outlining some guidance regarding the necessary investment strategy,
  • The holding (bare) trust deed,
  • The trustee minutes,
  • The holding trustee minutes,
  • Guide for the conveyancing solicitor if real estate is being purchased.


Concessional Duty Applications for Related Party Property Transfers

Residents of NSW, Western Australia and Victoria have the opportunity to transfer business real property they hold in their personal name into their self managed super fund and pay little or no state duty on the transfer.  Some States require the fund to purchase the property, which it can do by borrowing if it wishes.  In NSW it can be purchased by the fund (with or without a loan) or transferred as an in-specie contribution or partly purchased and partly contributed.

Lease Compliance Pack

All the important records evidencing the fund's decision and its directions to the Holding Trustee to lease the property and secure the investment return.

Loan Pack

Agreements and security documents for all parties to a related party loan plus implementation, including registration with state land titles registers.

New Company Establishment

Set up a new company for the Holding Trustee or the SMSF.

Refinancing Pack

A new set of documents for a new loan permitted by the legislation, but subject to ATO conditions to seek advice.

SMSF Deeds

Townsends Lawyers SMSF Deed provides all the documents you need to set up a new SMSF or convert your existing SMSF Trust Deed by using our specially priced conversion service.

Unwinding Pack

Advice and documentation of unwinding the loan and transferring the property to the super fund. For more information click here.

Documents will be available on your My Account page within 3 business days unless otherwise advised.

 

 

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