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This guide provides the steps to follow when ordering a new SMSF from Super Plus which is to also include the setup of a Bare trust for Limited Recourse borrowing purposes. This involves a package setup of the SMSF, Bare Trust, Corporate Trustee.

 

SMSF consideration - Risks and Costs

Read this guide to understand better some of the SMSF risks and Costs

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SMSF Establishment with Borrowing Process Guide

Guide to the time line for establishing a new SMSF with a borrowing trust

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SMSF establishment form

Establish a new SMSF with individual(s) or a corporate trustee

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Bare trust order form

Bare Trust order for use with Limited Recourse Borrowing arrangements

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Company Order Form - Bare trust trustee

New company order form (for Bare Trust Trustee)

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