SMSF Details
IMPORTANT: Full, verifiable names are required.
(include ACN if Company)
(First Officer listed to be Chairman, first 2 Officers to be signatories)
Please submit a copy of the original trust deed (and any documents that have amended it) together with this order form.
Custodian Trust Details
IMPORTANT: Full, verifiable names are required.
(include ACN if Company)
(First Officer listed to be Chairman, first 2 Officers to be signatories)
Asset Description
Description
Folio Identifier
Bank/Institution
IMPORTANT: Please complete the following only if the borrowing is self funded -do not complete if funding sourced is a bank or lendng institution.
Lender Details
(include ACN if Company)
(include Trust and Trustee details if applicable)
(First Officer listed to be Chairman, first 2 Officers to be signatories)
Loan Details
If a loan constitutes a Div 7A loan then the applicable term will be the lesser of the maximum period available under Div 7A and the terms stipulated by you.
If the loan constitutes a Div 7A loan then the applicable interest rate will be the higher of the rate stipulated by you and the rate applicable from time to time under Div 7A. The interest rate may be linked to actual funding costs rather than a set rate and may be fixed or variable.
Please provide a FULL description of the security to be given securing the loan including a description of the property or assets.
Additional Information/Special Instructions
 
IMPORTANT NOTE: We do not provide advice in relation to superannuation matters, superannuation borrowings, instalment warrants or any stamp duty or other state or territory taxes nor in respect of any other matter. Please note that superannuation laws and practice, taxation laws and practice, trust laws and stamp duty laws are continually changing. Professional advice should be obtained before signing any documents. Significant fees, duties and penalties can be imposed when entering into arrangements of this type. You must satisfy yourself that the documents comply with the relevant legislation and the law regarding arrangements of this type particularly the Superannuation Industry (Supervision) Act 1993 and Regulations. Accordingly, except to the extent required by law, we do not accept any responsibility other than in relation to the provision of the documents in accordance with your instructions.
Payment Details
$
*3% SURCHARGE APPLIES
 
SMSF Limited Recourse Borrowing Arrangement "LRBA"
 
Under the Acis standard LRBA documentation, the SMSF borrows directly from the nominated lender and invests the borrowed funds and any additional amount to be contributed by the SMSF in the asset which is held by a custodian trustee.
 
If you require a non-standard LRBA structure, please contact us to discuss prior to ordering.
 
Do you require:
(Please select)
 
 
      Please attach a completed Company Registration Order Form
 
      Please attach a completed SMSF Deed Upgrade Order Form
 
      Please attach a completed SMSF Order Form
 
 
COMPLETE BELOW ONLY IF SELF FUNDED AND YOU HAVE COMPLETED PAGE 2
 
      Please complete the Loan Agreement details
 
      Please complete the Loan Security details