Instalment Warrants

Reckon Docs Instalment Warrant Deed and Package allows trustees to borrow through their SMSF to acquire or invest in assets such as:

• Investment properties
• Share portfolios
• Units in a unit trust

There are a number of factors that trustees need to address when considering an Instalment Warrant structure such as:

• Does the SMSF deed currently allow borrowing to invest? or
• Does the SMSF require a corporate trustee?

Trustees should note that there are limitations around what assets a SMSF can purchase, especially from a relative, friend, or other associate. Reckon Docs advises that trustees should seek individual professional advice around what assets they can acquire through their SMSF.

Reckon Docs has two Instalment Warrant options available:

(1)  Instalment Warrant deed
(2)  Instalment Warrant package, including SMSF upgrade and Trustee company

(1) Instalment Warrant Deed

Content includes:

• Instalment Warrant Deed
• Guide to the Instalment Warrant Deed
• Investment Strategy amendment clauses for
  -  Real Estate, and
  -  Listed Securities
• Minutes for the Fund Resolution
• Warrant Certificate
• Minutes for the Issue Resolution
• Loan Agreement (if self-funding)
• Relevant excerpts from the SIS Act (for your information)
• A Checklist of what to do once you receive your Instalment Warrant Deed

from $396.00 inc. GST

(2) Instalment Warrant Package

Content includes:

• Instalment Warrant Deed
• Guide to the Instalment Warrant Deed
• Investment Strategy amendment clauses for
  -  Real Estate, and
  -  Listed Securities
• Minutes for the Fund Resolution
• Warrant Certificate
• Minutes for the Issue Resolution
• Loan Agreement (if self-funding)
• Relevant excerpts from the SIS Act (for your information)
• A Checklist of what to do once you receive your Instalment Warrant Deed (normally $396.00)

Plus Strategist SMSF documentation, including:

• A Strategist SMSF deed upgrade or establishment
• A Security Trustee Company (trustee Company for the Instalment Warrant Deed)

from $1,248.00 inc. GST
(normally $1,336.00)

OR Standard SMSF documentation, including:

• A Standard SMSF deed upgrade or establishment
• A Security Trustee Company (trustee Company for the Instalment Warrant Deed)

from $1,061.00 inc. GST
(normally $1,138.00)