Review and/or revision of SMSF trust deed to ensure it allows for residential or commercial property purchases and borrowing.
Creation and registration of Holding Trust and Security Trustee Company in line with LRBA regulations.
Assist with the loan application via the provision of SMSF documentation and information to the mortgage broker, as well as reviewing application information to ensure the details used are correct for compliance purposes.
Ensuring the correct name and date are on the contract of sale based on which state the property is purchased.
Facilitation of property purchase payments within deadlines e.g. deposit, settlement, valuation fees and legal fees.
Arrange the stamping of Holding Trust documentation as per the relevant state's laws.
Liaison with the property agent to ensure the correct names are on the rental agreement, and the rent is paid into the correct account to offset any loan repayments.