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Trusts
Trusts Document

Bare Trust for SMSF borrowing

Use Cleardocs to create your SMSF borrowing (or "limited recourse borrowing") documents. Cleardocs offers different packages for bank and related parties.

The Bare Trust is part of the SMSF borrowing documents. Please select the type of borrowing you require.

Product Information

Step by step guide

It is simple to arrange the documents you need to borrow through your SMSF. In summary you need:

  • Step 1: an SMSF;
  • Step 2: the SMSF needs a deed with suitable borrowing provisions;
  • Step 3: sometimes, the SMSF needs a company as its trustee — check with the lender;
  • Step 4: usually, the Declaration of Custody Trust (also known as a Bare trust) for the SMSF borrowing needs a company as its trustee — check with the lender. That company must be a different company from the one that is the SMSF trustee — so you may need two companies; and
  • Step 5: an SMSF borrowing document package which includes the Declaration of Custody Trust.

For more information please look at our SMSF Borrowing guide

SMSF borrowing (bank)

You can read more information and order a Cleardocs limited recourse borrowing document package for SMSF borrowing when the lender is a bank on our website.

SMSF borrowing (related party)

You can read more information and order a Cleardocs limited recourse borrowing document package for SMSF borrowing when the lender is a related party on our website.

Seek legal advice

The Bare Trust for SMSF borrowing information here should be considered general in nature, and in no way interpreted as legal advice. You must always seek your own independent legal, accounting and financial advice about your particular situation. The summary on this page is for information purposes only.


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