Self-Managed Super Funds
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Your SMSF or Bare Trust is purchasing established or off-the-plan property. The Trustees or Directors of the SMSF will need to go as guarantor and will need to privately own existing Australian based real estate.
The process involves the SMSF or Bare Trust completing the Application Form and the guarantor(s), a Guarantor Statement.
Are you Eligible?
Your SMSF or Bare Trust is purchasing established or off-the-plan property. The Trustees or Directors of the SMSF will need to go as guarantor and will need to privately own existing Australian based real estate.
The process involves the SMSF or Bare Trust completing the Application Form and the guarantor(s), a Guarantor Statement.
Applying Options
Option 1
If your application is supported by an ‘unconditional letter of finance (can only be subject to valuation) or your SMSF is purchasing outright.
NOTE
If unsure that the finance is ‘unconditional’, best to scan & email a copy to [email protected] so we can determine, before you start to complete the application.
- Complete the online application and follow the instructions, click here or
- View & Download the 2 page editable Application Form, plus the list of required Supporting Documents, View & download here.
Option 2
If your application is via a ‘bare trust’ structure, the ‘bare trust’ completes the application form; the trustees complete the Guarantors Statement; and both provide relevant support documents.
- Complete the online application and follow the instructions, click here or
- View & Download the 7 page editable Application Form, plus the Guarantors Statement and the list of required Supporting Documents, View & download here.
