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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

Download the Bare Trust Order Form

Online Bare Trust Order Form
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