Establishment Fees

Self Managed Super Fund Set Up Services

PDF Version
– SMSF with individual trustees $495
– SMSF with corporate trustee (includes ASIC registration fees) $1,108

 

Limited Recourse Borrowing

We attend to the preparation of the documentation required to enable an SMSF to purchase property using Limited Recourse Borrowing Arrangements.

All prices include GST.

 

Establish a Limited Recourse Borrowing Arrangement:

– Bare Trust Deed PDF Version
– Establishment of corporate trustee for the Bare Trust (incl ASIC registration fees, Company Constitution, relevant minutes, etc.) $1,328
– Investment Strategy template
– Deed upgrade if needed

 

Click here for a link to our Application Form – Limited Recourse Borrowing Arrangement ( Bare Trust )

 

Related Links

 

Note that this is a documentation service only.

Disclaimer. In providing this information Green Frog Super is not making any recommendations as to whether the acquisition of an investment under a limited recourse borrowing arrangement is or is not a suitable investment for any particular superannuation fund. We strongly recommend trustees of super funds should obtain independent legal and financial advice as to whether the acquisition of an investment under a limited recourse borrowing arrangement is an appropriate investment for that fund.