Establish a new LRBA

Adviser Name*
First Last
Adviser Email*
Are you an existing adviser with us?*
- Yes
- No
Adviser Company Name*
Adviser Phone*
Adviser Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Fund Name*
Is SMSF Alliance the administrator for this SMSF?*
- Yes
- No
Fund Establishment Date*

DD
MM
YYYY
Fund ABN:*
Is the SMSF Trustee*
- Corporate
- Individual
Company Name*
Company ACN*
Is SMSF Alliance the Registered Address for the Company?*
- Yes
- No
Company Registered Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Company Registered Address*
Street Address City State / Province / Region ZIP / Postal Code Country
How many Directors*
Director 1 Full Name*
Prefix First Middle Last
Director 2 Full Name*
Prefix First Middle Last
Director 3 Full Name*
Prefix First Middle Last
Director 4 Full Name*
Prefix First Middle Last
How many Individual Trustees?*
Trustee 1 Full Name*
Prefix First Middle Last
Trustee 2 Full Name*
Prefix First Middle Last
Trustee 3 Full Name*
Prefix First Middle Last
Trustee 4 Full Name*
Prefix First Middle Last

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Is it an Institution or Related Party Loan?*
- Institution
- Related Party
Full name of Lender*
ACN/ ABN of Lender*
Street address of lender*
Street Address City State / Province / Region ZIP / Postal Code Country
Is Lender Trustee of a Trust?*
- Yes
- No
Name of Trust
Full name/s of Related Party Lenders*
Related Party Lenders street address*
Street Address City State / Province / Region ZIP / Postal Code Country
Is lender trustee of a trust?*
- Yes
- No
Property Address & Property Description*
Please include the Street Address and RP details.
Property Purchase Price
Loan Amount
Duration of loan*
Proposed interest rate*
eg. benchmark interest rate, safe harbor rate and percentage
Jurisdiction*
Settlement Date

DD
MM
YYYY

We understand this may change but having an indication of the proposed date assists us.
Conveyancer contact details
If need be - can we contact the Conveyancer/ Lawyer directly on your behalf?
- Yes
- No
Additional Information

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LRBA Deeds
Price: $ 550.00
Bare Trust Company & LRBA Deed & Minutes
Price: $ 1,200.00
LRBA & Related Party Loan
Price: $ 900.00 Quantity:
Bare Trust Company, LRBA Deeds & Related Party Documents
Price: $ 1,550.00
Fee (inclusive of GST)
$ 0.00
How will you be paying?*
- Fee Authority on file
- Credit card
Credit Card*

American Express
MasterCard
Visa
Card Number Expiration Date Security Code Cardholder Name
Please attach a full copy of the SMSF Establishing Deed and any amendments. If SMSF Alliance are your Administrators you do not have to provide copies of your Deeds. We will also require a copy of the Property Contract once signed.
File

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Director 1

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