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SMSF Borrowing Services

Topdocs are the SMSF Borrowing experts!

New Ruling SMSFR 2012/1 released by the ATO

Read our summarised version of the Ruling - SMSFR 2012/1 - Topdocs Summary

Download the ATO Ruling - SMSFR 2012/1 - ATO Ruling

Topdocs SMSF Borrowing Services include:

  • Documentation
  • Advice
  • Contacts
  • Training
  • Legal Protection

Topdocs provides a full range of Superfund Borrowing (instalment warrant) services to assist you and your clients from start to finish, including:

  • Bare Trust documentation that is guaranteed to be accepted by all of the banks with individual legal sign off by our associated legal practise, Topdocs Legal;
  • Related Party Loan Agreements;
  • New Superfund Establishments, existing SMSF Deed updates, Company Registrations and Investment Strategy documentation;
  • General advice and support in relation to the structures required to commence a Superfund borrowing;
  • SMSF Statements of Advice;
  • Lender and Mortgage Broker contact details and introductions.

Read our recent articles regarding Superfund Borrowing:


SMSF Borrowing – General Advice & Support

Topdocs is amongst the most experienced providers of Superfund Borrowing support and documentation, having provided these services since 2007, when the initial legislation allows SMSFs to borrow was introduced.

Our experience in relation to SMSF Borrowing has led us to compile the following documents for advisers and their clients, to better understand the borrowing process.

We are also happy to talk over the phone to assist you in preparing the required Bare Trust documentation for your clients. Please call us on 1300 659 242 with any queries you may have regarding SMSF Borrowing.

SMSF Borrowing – Bare Trust and Loan Trust Documentation

Topdocs supplies both external lender (bank) and related party lender Bare Trust documentation.

Key features of our Bare Trust documentation include:

  • We guarantee our documents will be accepted by every bank in the marketplace;
  • Our Bare Trust has been refined over time to ensure it places your client in the best possible CGT and stamp duty position;
  • Each Bare Trust is provided with individual legal signoff, stating the Bare Trust complies with the SIS legislation;
  • We examine each SMSF borrowing transaction on its own merits, to identify any potential related party issues, or general borrowing restrictions.

Go to the SMSF Borrowing Documentation page

SMSF Borrowing – other required documents

Topdocs also can provide you with a complete suite of associated documents that are required to facilitate a Superfund Borrowing, including:

  • Superfund Establishments and Deed Updates
  • SMSF Trustee Company Registrations
  • Bare Trustee Company Registrations
  • SMSF Investment Strategies (with specific SMSF Borrowing clauses)

Go to the SMSF Borrowing Documentation page

SMSF Borrowing – SMSF Statements of Advice

Through our subsidiary company Superannuation Support, we can provide your clients with Statements of Advice in relation to SMSF Borrowing, a requirement for some banks lending on these loans.

SMSF Borrowing – Lender and Mortgage Broker contact details

Topdocs has established relationships with the major banks and a variety of mortgage brokers lending to Superfund’s. For a list of contacts, email us at info@topdocs.com.au

Superfund Borrowing FAQs