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Related Party LRBA (Shares) meeting ATO Guidelines

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Related Party LRBA (Shares) meeting ATO Guidelines

$450.00

The LightYear RPA – Related Party LRBA meeting ATO guideline – PCG 2016/5 RRPL, includes the following nine 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. SMSF Trustee minutes authorising the acquisition of a single acquirable asset being a collection of shares or units under a Holding Trust
  4. Holding Trust establishment plus minutes
  5. Holding Trustee minutes authorising the acquisition of a single acquirable property asset being shares or units
  6. Related Party Loan
  7. Mortgage Deed
  8. Personal Guarantee (optional)
  9. Lease if asset to be used for rental income (optional)
SKU: 43573c9d-7042-4c6f-b446-b16d9a987ced 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 nine (9) 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 accountants or financial planners office.

This special purpose pack is for shares or units and is akin to an instalment warrant and applies over a collection of shares or units.

► $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 advanced Strategy Automation carefully thought through by our legal team and Grant Abbott. 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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