SMSF borrowing (bank) + register Corporate Trustee

Create your SMSF borrowing documents and register the corporate custodian using our seamless workflow.
$ 845.50

($ 357.50 Cleardocs fee inc. GST and $488.00 ASIC fee) for an SMSF with a Cleardocs deed

$ 911.50

($ 423.50 Cleardocs fee inc. GST and $488.00 ASIC fee) for an SMSF without a Cleardocs deed

BUY THE PRODUCT

Most banks usually require the custodian or trustee of the bare trust to be a company. Use Cleardocs to:

  • set up and register the company that will be the trustee of the bare trust; and
  • create your SMSF borrowing (or "limited recourse borrowing") documents.

We register your company with ASIC online and provide you with all the documents you need to set up your Australian company and your SMSF borrowing.

Time taken to complete 30 minutes.

Cost $ 845.50 (inc GST) – Cleardocs fee $ 357.50 and the ASIC fee $ 488.00, for an SMSF with a Cleardocs deed

Cost $ 911.50 (inc GST) – Cleardocs fee $ 423.50 and the ASIC fee $ 488.00, for an SMSF without a Cleardocs deed

Printing Optional printing, binding and delivery

Legal Sign-offThe master documents are written in plain language and are signed-off by our lawyers at Maddocks.

What documents are included in the Cleardocs package?

Your document package includes a full set of documents for your Company Registration and SMSF borrowing:

Company Registration

  • Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered company name;
  • Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register;
  • the company's Constitution;
  • Consent to act as Director;
  • Consent to act as Secretary;
  • Application for shares;
  • Minutes of a meeting of directors;
  • Share Certificates;
  • Consent to act as Public Officer;
  • Notice of appointment of Public Officer; and
  • an Establishment Kit explaining what to do next.

SMSF borrowing (bank)

  • Declaration of Custody Trust (sometimes called a bare trust);
  • Compliance Letter;
  • Trustee Minutes; and
  • an Establishment Kit explaining what to do next.

What information do you need to set up your SMSF bank borrowing + register Corporate Trustee?

You can download checklists associated with the Cleardocs documents:

General information for your SMSF borrowing (bank)

You can read about creating your SMSF borrowing (bank) documents through Cleardocs on the SMSF borrowing (bank) product page.

General information for your Company Registration

You can read about registering a proprietary limited company through Cleardocs on the Company Registration product page.

Seek legal advice

The SMSF borrowing (bank) + register Corporate Trustee 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.

Questions or further information

If you have questions:

  • about how to use Cleardocs, contact the Cleardocs helpline on 1300 307 343.
  • about legal issues, contact the Cleardocs helpline on 1300 307 343. If you need advice, we will arrange for you to speak with a lawyer at Maddocks. The firm provides a free legal helpline in relation to the documents Cleardocs provides. If you require other legal advice in relation to your particular circumstances, then this will be charged for.
  • Access to our ASIC electronic lodgement portal 24/7 for company registration
  • Full set of tailored company documents
  • The SMSF borrowing documents are tailored to each major bank's specific requirements
  • Pre-population of Fund information from previous Cleardocs orders
  • SMSF borrowing documents allow for fixed or variable interest rate loans
  • Vary your custody trust deed using the Cleardocs Amendment to SMSF borrowing package
  • Copy function for address details
  • Extensive online help and local phone support