SMSF Borrowing Instalment Warrant Calculator

SMSF PROPERTY INSTALMENT WARRANT LOAN CALCULATOR

Contact Name:

Phone Number:		Email:

Fund Name (Actual or Proposed)

Do you have a self managed superannuation fund?

If you do not have a self managed superannuation fund the cost of a new fund with the latest deed and a corporate
trustee is included below.

If you already have a self managed superannuation fund

Do you have a Corporate Trustee?
As the lender will require a corporate trustee this cost will be included below.

Does your Fund Deed have the power to make this investment?
Unless you have answered yes the cost of a deed Upgrade is included below.

Do You require a Corporate Trustee for the Instalment Warrant Trust (recommended)?

The property type is			and located in

Purchase Price

Important Notice

The estimates that follow are based on certain assumptions and are not guaranteed. You should NOT make a decision to
proceed based on this calculator. All figures shown should be independently verified as no responsibility will be taken for
decisions made based on this tool. You have the option of adjusting some of the default values if you wish. Stamp Duty on
transfer may be nil for some related party transactions in some State Jurisdictions. The investment strategy of your fund
must include a consideration of the appropriateness of any decision to acquire the relevant investment as well as the
appropriateness of doing so via an Instalment Warrant.

Estimate of Financial Position
			Example		Custom
Purchase price
Bank Fee
Stamp Duty on transfer
Registration of Mortgage
Searches
Bank Legals
Valuations
Mortgage Duty
New Fund with Corporate Trustee
New Corporate Trustee for Existing Fund
Deed Upgrade for Existing Fund
Corporate Trustee for Bare Trust
Bare Trust and Instalment Warrant Kit
Legal Conveyancing & Adviser Fees

Total Cost

Less Indicative Loan Amount

Cash funds required

Loan repayments
Term Sought	Default Max is			Alternative Term

Default Interest Rates
The default variable interest rate is			Interest rates may be fixed for a period. At the end of that period,
if the loan term has not also expired, the rate may be fixed again at the fixed rate applicable then or become variable.
Default fixed rates are	1 year
	2 years
	3 years
	Example Interest Rate			Alternative Rate

Interest only	Monthly
Principal & Interest	Monthly

Documents required for loan submission:

Copy of the Bare Trust deed
Copy of Super Fund Trust Deed and Bank statements.
Copy of super Fund trustee constitution and certificate of incorporation.
Instalment Warrant Deed.
Copy of purchase contract.
Copy of Drivers license and passport (or birth certificate).
Copy of Taxation return and Financials for the Self Managed Super Fund.
PAYG income earners:		Copies of last two payslip and last group certificate.
Self Employed income earners:		Copy of Taxation return and Financials.

Disclaimer

These details have been provided for discussion purposes only and do not represent a letter of offer
or approval for finance. Rates and fees are indicative and are subject to change without notice.