In
response to your feedback, Cleardocs is pleased to introduce the new
Amendment to SMSF borrowing document package.
This document package allows you to vary the Declaration of Custody Trust
(Custody Trust Deed) that the SMSF purchased as part of the SMSF
borrowing (bank) document package and which has been signed.
It assists to easily resolve common lender issues with your existing
Custody Trust Deed and pre-populates details from your SMSF borrowing
(bank) document package order.
You can order a Cleardocs Amendment to SMSF borrowing for
$308.00 inc. GST.
What
changes to the Custody Trust Deed are covered?
Sometimes, the lender and the
details of the authorised investment change after the Custody Trust Deed
has been signed - and the lender may require the Custody Trust Deed to be
varied to address the changes.
The Cleardocs Amendment to
SMSF borrowing document package covers the following variations to the
Custody Trust Deed:
- change
in lender; and
- change
of any other details of the authorised investment in the schedule to
the Custody Trust Deed (such as the loan amount and settlement
date).
What
documents are included in the Cleardocs package?
The
document package includes:
- the Deed of Variation that varies the
SMSF's existing Custody Trust Deed; and
- an
Establishment Kit explaining what to do next.
Is a
Cleardocs Custody Trust Deed required for this document package?
Yes. To use this document
package, the SMSF needs to have a Cleardocs Custody Trust Deed purchased
as part of the SMSF borrowing (bank) document package.
This package is intended to supplement the SMSF borrowing (bank) document
package and is drafted for consistency with those borrowing documents.
As with all our packages, the
legal documents are signed off by top-20 Australian law firm, Maddocks.
Any questions?
If you have
any questions about the Amendment to SMSF borrowing or any of our other
products, please contact our free helpline on 1300 307 343.
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