SMSF borrowing pack

Price: $935 - with holding trust deed

This fixed price product includes legal advice and tailoring.

The SMSF borrowing pack includes:

• outline of transaction steps
• advice letter explaining the legal issues of the transaction, superannuation compliances and guidance regarding investment strategy
• the holding (bare) trust deed
• trustee minutes
• holding trustee minutes
• Conveyancing Guide if real estate is being purchased

IMPORTANT: Director Identification Number

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