Nexia Court & CO
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"It's great to work with a dedicated team who take an interest in not only our business but our staff. Nexia have worked with Cotton Seed Distributors Ltd for almost 9 years. We find them very accessible, proactive and easy to work with. "
Peter Graham - Managing Director - Cotton Seed Distributors Ltd

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SMSF Borrowing

New provisions for permitting SMSF’S to borrow came as a welcomed surprise to many trustees. Nexia Court Superannuation Solutions expert team can provide you with advice and assist with any questions you may have in this new area. The main issues that need to be considered when undertaking an SMSF borrowing include:

  • SMSF Deed establishment and updates in order to comply with current regulations
  • Set up of a Custody and Custodian Trust
  • Loan documentation
  • Ensuring borrowings are complying with the SIS Act
  • Tax and legislative issues such as Stamp Duty, Capital Gains Tax, Goods and Services Tax

As specialists in the area of SMSF’s we understand all of the compliance issues and can co-ordinate the process from beginning to end.

For any queries on how we can help you with your SMSF Borrowing matters please click here to contact us.

 

Fact Sheets
SMSF Loan Service
Listed Self Funding Instalment Warrants

 

 

 

 

 

KEY CONTACT
Craig Wilford
Partner
T 02 9251 4600
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