LRBA Loan Facility Agreement (Related Party)

This order will generate documents for a related party loan where the SMSF enters into a limited recourse borrowing arrangement (LRBA) to acquire an asset and obtains funding through an associate (e.g. individual, related trust or company).  As part of the order form, you will be able to indicate whether the terms of the loan being entered into will comply with the safe harbour terms for real property or listed shares in accordance with PCG 2016/5.

The following documents will be generated as part of the completed order:

  • LRBA Loan Facility Agreement
  • Trustee Minutes

Sample Document

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