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SMSF Loan Agreement - from $165

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PRODUCT INFORMATION

ORDERING A SMSF LOAN AGREEMENT

Topdocs provides an easy to order, comprehensive loan agreement for loans between an SMSF and a range of entities including individuals, companies and trusts.

Developed by our in-house legal experts, our general loan agreement caters for a large range of borrower types, loan conditions, further advances and security options.

We can also provide you with the relevant documentation to secure the loan including a mortgage (VIC and NSW), security interest agreement or guarantee, all of which you can order via the same online application form as your loan agreement.

We can also attend to the registration of a mortgage in VIC or NSW on your behalf.

COMPLIANCE CAUTION - RELATED PARTY LOANS

SMSFs are prohibited from lending to a member of the fund or to relatives of the member.

SMSFs may lend to other related parties, provided that the loan, which may be classified as an in-house asset, will not cause the total of in-house assets of the fund to exceed the permitted 5% limit.

Additionally, caution should be taken as to the purpose of a loan to a related entity as, if the loan amount is on-lent to a member or their relative, the ATO could deem the loan to be in breach of the prohibition mentioned above.

RELEVANT TERMS OF OUR SMSF LOAN AGREEMENT INCLUDE:

  • The ability to provide for further allowances during the term of the loan
  • Interest free and interest payable options
  • Repayment instalment options including regular monthly repayment or lump sum at the end of the term
  • The ability for the borrower to make early repayments
  • The ability for the lender to call in the loan by giving notice to the borrower
  • A range of security options that you can order at the same time, including mortgages, security interest agreements and guarantees.
download Review the SMSF Loan Agreement order checklist download See the list of documents you will receive

WHY ORDER A TOPDOCS SMSF LOAN AGREEMENT?

  • Order your SMSF loan agreement online and receive your documents instantly via email
  • Our SMSF loan agreement is expertly drafted by our legal specialists
  • You have flexible options in structuring the agreement in relation to repayment, interest rates and security provisions
  • It is suitable for a loans between an SMSF and a range of entities including individuals, companies and/or trusts
  • You can order documentation to secure the loan via the same application form including mortgages (VIC and NSW), security interest agreements or guarantees
  • We can attend to the registration of mortgages for you in VIC and NSW

MORE INFORMATION

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

ORDERING OPTIONS

ORDER ONLINE

Order your document online in three easy steps:

  1. Login or Join the Topdocs Document Portal
  2. Select your document
  3. Follow the prompts and you're done!

LOGIN

If you haven't used the Topdocs Document Portal before, you can join by clicking on the JOIN FREE button and following the prompts.

ORDER BY FORM

Order your document by completing the form below and returning it to us by email or fax.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

PRICING

ADVISER^
(inc GST)

RETAIL
(inc GST)

INSTANT EMAIL DELIVERY


  • your documents are emailed to you immediately once your order is complete and payment has been made

$165


$198


FULL SERVICE DELIVERY


  • your document is professionally printed and bound then delivered to you by Toll Courier
  • delivery is generally within 48 hours

$275


$330


adviser pricing ^ Adviser pricing is available to accountants, financial planners, SMSF specialists and legal practitioners. This pricing is automatically applied when you join Topdocs and sign into the Document Portal to order your documents.

YOUR DELIVERY OPTIONS

When you order a document you can select how you would like it delivered to you. Your options are:

FULL SERVICE DELIVERY

  • your document is professionally printed and bound then delivered to you by Toll Courier

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.

RELATED INFORMATION

MORE INFORMATION

No Additional Information is available for this document.

Should you have any queries or require more information, please call the team at Topdocs on 1300 659 242.