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  Super Registry provides financial Advisors, Accountants, Lawyers, SMSF Administrators and individuals with a complete range of SMSF and Corporate documentation  
 

SMSF Complying Loans (known as Custodian Trusts or instalment warrants)

Full Service - Bank Lender $1650

Full Service - Related Party Lender $1760 

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Super Registry can prepare the required documentation to facilitate an instalment warrant arrangement under S67(4A) of the SIS Act for your Fund.

These arrangements go by many names, most commonly ‘Custodian Trusts’ or ‘Instalment Warrants’.  We use the term ‘Custodian Trust’ to describe the documentation prepared to facilitate an instalment warrant under S67(4A) of SIS.

Our Custodian Trust package contains the required ‘bare trust’ that holds the property on trust for the Super Fund, as well as minutes by the Custodian Trustee and the SMSF Trustee outlining the details of the transaction. All documents are compliant with the relevant SIS legislation and importantly have been vetted by the major banks.

Custodian Trusts can be very complicated documents, and experience is essential to complete the documentation correctly to both comply with the SIS requirements and the requirements of the major lenders. Super Registry ensures your Custodian Trust documentation is correctly prepared by providing lawyer sign off on all of our Custodian Trusts. 

Call us with your questions

We are happy to field any questions you have regarding SMSF Complying Loans, so please contact a Super Registry consultant on 1300 776 394 with any queries you may have.

The Super Registry Custodian Trust package (for Bank Lenders) includes:

  • The Custodian Trust Deed, vetted by the major banks;
  • Minutes of the Custodian Trustee;
  • Minutes of the SMSF Trustee;
  • Lawyer sign off on the documents.

The Super Registry Custodian Trust package (For Related Party Lenders) includes:

  • The Custodian Trust Deed;
  • The Loan Deed between the related party lender and the Fund, incorporated into the Custodian Trust Deed;
  • Minutes of the Custodian Trustee;
  • Minutes of the SMSF Trustee;
  • Minutes of the Lenders
  • Lawyer sign off on the documents.
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