Why do I need an SMSF Holding Trust?
An SMSF Holding Trust (also known as a Bare Trust) is required when an SMSF uses a Limited Recourse Borrowing Arrangement (LRBA) to purchase an asset, such as property. The asset is held in the name of the holding trustee until the loan is repaid, while the SMSF retains the beneficial ownership. A properly structured Holding Trust helps ensure the arrangement aligns with superannuation and borrowing rules.
Establish your SMSF with ease
Set up your SMSF Holding Trust with step-by-step guidance and a clear, structured process. You’ll receive the documents required to establish a compliant Holding Trust structure – supporting the purchase of assets under an LRBA and helping you document beneficial ownership correctly.
