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Related Party LRBA (Property) meeting ATO Guidelines

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Related Party LRBA (Property) meeting ATO Guidelines

$450.00

The LightYear RPA – Related Party LRBA meeting ATO guideline – PCG 2016/5 RRPL, includes the following six documents compiled into one process:

  1. A Product Disclosure Statement
  2. The Commissioner’s guideline PCG 2016/5 as a reference for compliance purposes
  3. Trustee Minutes upgrading the deed and authorising the acquisition of a single acquirable asset under a Holding Trust
  4. SMSF Deed Upgrade plus Minutes
  5. Investment Strategy covering asset and loan
  6. Holding Trust establishment plus Minutes
  7. Related Party Loan
  8. Mortgage Deed
SKU: f1e83011-32e9-4d5b-b11a-dc86f5587df9 Categories: ,

Description

Completing a related party loan using the Commissioner’s guidelines – PCG 2016/5, can require a lot of work. There are up to six (6) legal documents to be completed which ordinarily, can take a lawyer some weeks to prepare and cost thousands of dollars in legal fees.

The LightYear RPA Related Party LRBA (RRPL) can be completed in minutes, saving time, costs and bringing advance legal templates to an accountant’s or financial planner’s office.

► $450.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

Benefits

An advance strategy carefully thought through by our legal team. It is worked into appropriate processes, with a documentation trail to ensure compliance, certainty, security and a significant saving in time and resources.

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