SMSF "Limited Recourse Borrowing" arrangement - with related party lender - Information Checklist

The name of the SMSF :

Whether the SMSF has an ABN? If yes, Please supply :

The clause number in the SMSF's Deed which allows the trustee(s) to borrow money :

Whether the trustee(s) of the SMSF (the borrower) is a company or one or more individuals :
          If the trustee is a company, the company name, ACN and address :
          
          If the trustees are one or more individuals, the name and dress of the individuals :
                    Name :
                    Address :
                    Name :
                    Address :
                    Name :
                    Address :

The type of asset the trustee(s) are acquiring through the SMSF through the Limited Recourse Borrowing arrangement :

The assets identifying details :

Whether the Lender is a company or individual/s :
          If the lender is a company, the company name, ACN and address :

          If the lender is one or more individuals, the name and address of the individuals :
                    Name :
                    Address :
                    Name :
                    Address :
                    Name :
                    Address :

Whether the Lender is acting on behalf of a trust, or as trustee/s of a trust :
          If "Yes", the name of the trust :

Details of the loan including :
          The amount of money the lender is lending the borrower :
          How long the loan is for – in years and months :
          When is the settlement date ? :
          When is the date on which the final payment of principal and interest will be due :
          What method of payment the borrower will be required to use?
          What interest rate the borrower will pay? :
          How often the borrower will make repayments of the interest ? :
          How often the borrower will make repayments of the principal?

Whether the Custodian is a company or an individual ?
          If the Custodian is a company, the company name, ACN and address :

          If the Custodian is an individual, their name and address :
                    Name :
                    Address :

Which jurisdiction’s laws apply to the Custodian Trust document? :

Details of the meeting to establish the Limited Recourse Borrowing arrangement, including :
          Who will attend the meeting to establish the trust? :
          Who will chair the meeting? :
          The venue, date and time that the meeting will be held? :
          

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