LRBA ??? Related Party Loan Agreement

How do I order a LRBA – Related Party Loan Agreement?

Simply fill in our form below. We will review all of your details and give you a quote before proceeding. We will personally prepare your documents.

These are not template Agreements. The Agreements are tailored to your specific Business and Investment needs.

LRBA – Related Party Loan Agreement

Step 1 of 7

Name
First Last
Organisation
ACN/ABN
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email

Please complete this order form and forward to us a copy of the SMSF Deed and any Variations that have been made to it (or email to us at info@documentshop.com.au). We will provide you with a quote before proceeding.
SMSF Deed Upload
Drop files here or

Lender Details
Full Name Address
SMSF Name
SMSF Trustee
Full Name ACN (if applicable) Address

SMSF Custodian Company
Name ACN Registered Office Address
Custody Trust Name

Loan Amount
Interest Rate
RBA indicator lending rates or other?
Interest fixed (up to 5 years) or variable?
Date of Loan
Date Format: MM slash DD slash YYYY
Term of Loan (max 15 years)

Security
Registered mortgage or other?
Repayments
Principal and interest payable monthly or other?
Asset funds are being used to acquire?
e.g. property address and CT Reference
Default Interest Rate
Settlement Date for purchase of asset
Date Format: MM slash DD slash YYYY
Jurisdiction
State or Territory

Would you like us to include your logo on the documents?
- Yes
- No - we will include the Document Shop logo
Logo Upload
Accepted file types: jpg, gif, png.
Acceptance of terms and conditions
- By ticking this box, I/we acknowledge that I/we have read and agree to the Document Shop Pty Ltd terms and conditions and acknowledgement [available on our website at www.documentshop.com.au or contact us at info@documentshop.com.au and we will e-mail or post a copy to you].

Q & A ??? Related Party Loan Agreement

The questions and answers below are for information purposes only and are not advice. You should arrange your own legal, accounting, financial and other advice.

What is an LRBA - Related Party Loan Agreement

Under the Loan Agreement a Lender lends funds to a Trustee of a Self Managed Superannuation Fund.

The Custodian holds title to the Asset purchased with the Loan Amount, guarantees the Borrower???s obligations and grants a mortgage as security.

Disclaimer

You should not rely solely on the information in these questions and answers because they are of a general nature only and the tax and commercial laws apply differently to different people and circumstances. Also as the law changes constantly, there may have been changes to the law since these questions and answers were written. None of the information is intended to be legal, accounting, financial or other advice. You must not act on the information. You must seek your own legal, accounting, financial and other advice.

Document Shop Pty Ltd and it???s directors, officers, employees, agents, consultants and the author of these questions and answers expressly disclaim any and all liability to any person or entity for the consequence of anything done or omitted to be done by any such person or entity relying on a part or all of the contents of these questions and answers.

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Phone: 1300 667 817

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info@documentshop.com.au

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Contact us

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Phone: 1300 667 817

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info@documentshop.com.au

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Full Name	Address

Full Name	ACN (if applicable)	Address

Name	ACN	Registered Office Address