Bare Trust

Bare Trust from $475

You can use AIS to create your SMSF borrowing (or “limited recourse borrowing”) documents. AIS 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 AIS is easy. Once you answer the question interface, you will immediately receive a link to download your documents including your Declaration of Custody Trust (sometimes called a bare trust set up). It takes about 10 minutes. Legal sign-off: All AIS master documents are written in plain language and are signed-off by our lawyers at Blundell Madigan. + Your 2nd, 3rd etc. orders for the same SMSF are:

$110 each (inc. GST) for an SMSF with an AIS deed; and
$176 each (incl. GST) for an SMSF without an AIS deed.

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
Print your order here for you own records
DELIVERY OPTIONS
- EMAIL ONLY VERSION
- PHYSICAL VERSION
Name :
Address:
Tel Number:-
Mobile No:-
BARE TRUSTEE(s)
Name :
ACN # :
Address:
2nd Trustee’s Name (if any):
Address:
DIRECTORS:
1.Name :-
Address:
2.Name :-
Address:
3.Name :-
Address:
Name of SMSF:-
Name
SMSF Trustee(s):-
Name :*
DOB:
ACN # :
Address:
Trustee’s Name
Address:
DOB:
Address:
DOB:
Address:
DOB:
DIRECTORS OF SMSF (if any):
DIRECTORS OF SMSF (if any):
1. Address:
DOB:
2. Address:
DOB:
3. Address:
DOB:
LENDERS NAME
Name:
NAME OF BARE TRUST
Name:
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: $485 for email version or $621 for register (Pre Paid & INCL 2.2% surcharge)
- Bank Deposit: $475 for email version or $608 for register (pre paid)
- 30 Day Account (To approved clients only): $475 for email version or $608 for register (pre paid)
CREDIT CARD INFORMATION
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 form

New company
from $622

Super funds
from $260

Trust deeds
from $180