Companies Now
call now: 1300 658 934

Bare Trust

You can use AIS to create your SMSF borrowing (or “limited recourse borrowing”) documents. AIS offers different packages depending on whether:
  • the lender is a bank; or
  • he lender is a related party of the SMSF’s trustee(s) or is a third party (but not a bank).
Creating your SMSF borrowing documents through AIS is easy. Once you answer the question interface, you will immediately receive a link to download your documents including your Declaration of Custody Trust (sometimes called a bare trust). It takes about 10 minutes. Legal sign-off: All AIS master documents are written in plain language and are signed-off by our lawyers at Blundell Madigan. + Your 2nd, 3rd etc. orders for the same SMSF are:
  • $110 each (inc. GST) for an SMSF with an AIS deed; and
  • $176 each (incl. GST) for an SMSF without an AIS deed.

Bare Trust

 
from

$150

Guaranteed Satisfaction
No Software

General Information

What documents are included in the AIS package?

The AIS limited recourse borrowing document package for SMSF borrowing when the lender is a bank includes:
  • Declaration of Custody Trust (sometimes called a bare trust);
  • Compliance Letter;
  • Trustee Minutes; and
  • an Establishment Kit explaining what to do next.
What information do you need to order a SMSF borrowing (bank) document package through Cleardocs?

FAQS

What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?
What description for the custodian’s capacity should I use? When should I sign the contract for sale and what details do I use for the contract?