Get $12K+ in partner offers when you set up a company, trust or ABN View Marketplace Offers

Bare Trust Deeds

Learn what a Bare Trust is, bare trust benefits, if a Bare Trust needs to be stamped in Australia and more.

Who are the parties involved in a bare trust?

A Limited Recourse Borrowing Arrangement (LRBA) involves four main parties; the SMSF trustee, the bare truste trustee, the vendor of an acquirable asset and the lender. As Superannuation law does not allow an SMSF to borrow money, an LRBA is used where the trustee of the bare trust borrows money from a lender to purchase an asset.

Under this arrangement, the asset is held on trust with the trustee of the SMSF holding the beneficial interest. If the event of a default on the loan, the lenders rights are limited to the asset held in the bare trust meaning there is no recourse to the other assets held in the SMSF.

Bare Trust Deeds

Learn more Get started

Patricia Holdings Bare Trusts
Patricia Holdings need more help

Can't find what you're looking for?

Chat now with an expert using our online chat if we're online,
give us a call or leave us a message and we'll get back to you.