Acis | SMSF Limited Recourse Borrowing Arrangement Order Form

SMSF Limited Recourse Borrowing
Arrangement Order Form

Name

Phone

Firm

E-mail

Custodian Trust Details

IMPORTANT: Full, verifiable names are required.

Trust Name

Trustee Names

(include ACN if Company)

Officer Names and Roles

(First Officer listed to be Chairperson, first 2 Officers to be signatories)

DirectorSecretary

Meeting Address

Asset Description

Please provide a full description of the asset being acquired including real property description in the case of land.

Address

Real Propery

Description

Title Reference/

Folio Identifier

Is the borrowing being sourced from a bank or other institutional lender?

YESNO

(If YES) Name of

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

Lender Names

(include ACN if Company)

(include Trust and Trustee details if applicable)

Officer Names and Roles

(First Officer listed to be Chairperson, first 2 Officers to be signatories)

DirectorSecretary

Meeting Address

Loan Details

Loan Amount ($)

Term

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.

Interest Rate

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.

Loan Security

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.

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)

Custodian Trust Deed

New company for corporate custodian trustee (recommended)

Please attach a completed Company Registration Order Form

SMSF Deed Upgrade (recommended)

Please attach a completed SMSF Deed Upgrade Order Form

New SMSF Trust Deed

Please attach a completed SMSF Order Form

COMPLETE BELOW ONLY IF SELF FUNDED AND YOU HAVE COMPLETED PAGE 2

Loan Agreement

Please complete the Loan Agreement details

Mortgage

Please complete the Loan Security details