Bare & Declaration of Custody Trust Australia

Bare Trust from $608

You can use Allans Off The Shelf to create your SMSF borrowing (or “limited recourse borrowing”) documents. Allan’s Of The Shelf offers different packages depending on whether:

the lender is a bank; or
the lender is a related party of the SMSF’s trustee(s) or is a third party (but not a bank).

Creating your SMSF borrowing documents through Allans is easy. Fill in the order form and the document will be prepared via our legal team, which will be then forwarded on to you. Legal sign-off: All Allan’s master documents are written in plain language and are signed-off by our lawyers .

PDF Bare Trust Order Form

Choose this option in order to register your new bare trust using a PDF order form. Once you complete the form, please email it back to us at enquiries@alshelf.com.au.

Download the Bare Trust Order Form

Online Bare Trust Order Form

Bare Trust form

CLIENT NAME
Print your order here for you own records
DELIVERY OPTIONS
- EMAIL ONLY VERSION
- PHYSICAL VERSION
Client Name :
Client Address:
Tel Number:-
Mobile No:-
BARE TRUSTEE(s)
Name :
BARE TRUSTEE (company + ACN) :
Bare Trustee Address:
2nd Trustee’s Name (if any):
Address:
DIRECTORS:
Name of Director of Bare Trustee :-
Address:
2nd Director of Bare Trustee :-
Address:
3rd Director of Bare Trustee:-
Address:
Name of SMSF:-
Name of SMSF
SMSF Trustee(s):-
Name of SMSF Trustee:*
ACN # of SMSF Trustee :
Address of SMSF:
Trustee’s Name
Address:
DOB:
Address:
DOB:
Address:
DOB:
DIRECTORS OF SMSF (if any):
DIRECTORS OF SMSF (if any):
1. Name:
1. Address:
DOB:
2. Name:
2. Address:
DOB:
3. Address:
DOB:
LENDERS NAME
Lender Name:
NAME OF BARE TRUST
Bare Trustee Name:
PROPERTY DETAILS
Property Details Address:-
Legal Description:-*
PAYMENT OPTIONS:
Approved 30 day account clients $608
Credit Card - Please debit the following credit card by $621.00 (includes merchant fee)
- Credit Card Payment: $621 (Pre Paid & INCL 2.2% surcharge)
- Bank Deposit: $608 for register (pre paid)
- 30 Day Account (To approved clients only): $608 for register (pre paid)
CREDIT CARD INFORMATION
We will contact to take the credit card detail
Type Of Card:
- Visa
- Master card
- Bankcard
Card Number:
Name On card:
Expiry date:
Signature
Direct Deposit - $608.00
Account Name: Allan's Off The Shelf
BSB: 012 349
Account No: 221 604 238

The Applicant hereby accepts full responsibility for any amount payable to Allan's Off
The Shelf for the incorporation of the above company.
Date:
Name:
Phone:
Fax:
Email:
Delivery Address:
Enter the Code below and Hit Submit

Bare Trust Set Up

Bare Trust form

New company
from $650

Super funds
from $318

Trust deeds
from $220