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SMSF Loan Agreement

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SMSF Loan Agreement

$129.00

The LightYear Docs SMSF Loan Agreement can be used in circumstances where the SMSF seeks to loan monies to another party, including a related company or trust.

If it is a related trust or company, the Trustee and their adviser must ensure that the terms and conditions of the loan are the same or similar to what a commercial lending institution would lend to that party; and that it does not exceed 5% of the assets of the fund.

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Description

This is a special purpose loan agreement between a SMSF Lender and a Borrower which can include related Trusts and companies but not related individuals.

The Lender is a SMSF. Variable interest, fixed interest, capitalisation of interest, interest only and variable terms are core ingredients of the Loan Agreement.

► $129.00 (inc GST) – OR provided under your unlimited membership

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

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