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My financial institution says I need a trust for my Self Managed Superannuation Fund to be able to borrow under an instalment warrant arrangement. Can you help me?

April 26, 2017able borrow financial institution fund instalment managed self Superannuation Trust

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My financial institution says I need a trust for my Self Managed Superannuation Fund to be able to borrow under an instalment warrant arrangement. Can you help me?

1 Answer

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Financial institutions will require a special trust to be created to enable a superannuation fund to borrow under s67(4A) of the SIS Act. We prepare such trusts and additional documentation required including minutes. You can download an instruction form for this documentation on the ‘Instruction Forms’ section of this web page.