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Vic Bulfone

Super Fund Lending
Banking

Contact Information:

South Melbourne, Victoria 3205
Australia

Years in Business:

 

9

Clients I'm Seeking:

 

Super Fund Loan - Bare Trust - Custodian Trust Deed

About My Business:

 

Accelerate wealth accumulation and diversify your investment portfolio by using a Bare Trust Deed for Super Fund. Recent amendments to the Superannuation Industry (Supervision) Act 1993 (SIS Act), now allow a Super Fund to invest in any kind of asset and to borrow money. In order for a Super Fund to purchase an investment property and borrow money, it will be necessary to have a special legal structure in place. It is estimated that 55 to 60% of legal structures fail to satisfy the lenders requirements, which quite often leads to delayed settlements and penalty interest being applied, this is as a result of the legal structure not containing specific wording/clauses that is unique to each and every lender. We guarantee that our Super Fund Bare Trust Deed will pass legal vetting by any lender. You will have comfort in knowing that our Super Fund Bare Trust Deed has adopted significant changes over the last eight years to not only ensure SIS Act and regulatory compliance, but to also accommodate the individual requirements of the lenders. By using our services you can also be sure the Super Fund Bare Trust Deed structure is established correctly and at minimal cost. Our technical strategist has worked closely with the NTAA (National Tax & Accountants Association), for over 8 years. With his knowledge and expertise in this field, he has consulted with their legal department to ensure their Super Fund Bare Trust Deed documentation complies with the varying lender requirements.

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