Bank documents SMSF compliance report

Bank documents SMSF compliance report

Price: $825 review and report of up to 6 documents.   Additional documents $POA

This fixed price service includes legal advice and tailoring.

When a trustee borrows from a bank they must be sure that the documents they are asked to sign for the loan are compliant with superannuation law.  

If the trustees are unsure they can provide us with up to 6 documents to review for a fixed fee and we will prepare a report on the SMSF compliance of those documents.

Examples of documents which may require review are:

  • letters of offer
  • mortgages
  • guarantees
  • deeds of covenant/financing deed
  • other agreements prepared by a lender

We can also prepare a 'lawyers opinion' or solicitors certificate as requested by the bank.

For further information, please call our office on 02 8296 6266