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SMS BARE/CUSTODYTRUSTS What are Custody Trusts? Find out how Custody Trusts can be used to leverage your SMS to purchase an investment property. INDIVIDUAL TRUSTEESPROPERTYCORPORATE TRUSTEES CUSTODY TRUST CUSTODY TRUSTEE

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How to fill out smsf barecustody

01

To fill out SMSF barecustody, follow these steps:

02

Start by gathering all the necessary information and documents, including the SMSF trust deed, financial statements, and any relevant investment records.

03

Review the SMSF barecustody guidelines and requirements provided by your chosen barecustody provider. Familiarize yourself with the specific forms and documentation required.

04

Complete the necessary forms, providing accurate and up-to-date information. These may include application forms, trustee declaration forms, and any additional documentation required to meet compliance standards.

05

Ensure you have all the relevant supporting documents, such as identification documents and proof of address, for each trustee associated with the SMSF.

06

Submit the completed forms and supporting documents to your chosen barecustody provider.

07

Pay any applicable fees or charges associated with opening and maintaining the SMSF barecustody account.

08

Once your application has been approved and processed, you will receive confirmation from the barecustody provider. They will provide you with details on how to access and manage your SMSF barecustody account.

09

Regularly review and update your SMSF investments and transaction records within the barecustody account to ensure compliance with regulatory requirements.

10

Remember to seek professional advice or consult with a financial advisor if you are unsure about any aspect of filling out the SMSF barecustody forms.

Who needs smsf barecustody?

01

SMSF barecustody is typically needed by individuals or groups who have set up a Self-Managed Superannuation Fund (SMSF) and require the services of a barecustody provider.

02

This may include individuals who want to have direct control over their SMSF investments, manage their own investment strategies, and hold their SMSF assets separately from their personal assets.

03

SMSF barecustody can also be beneficial for those looking for greater flexibility and choice in managing their retirement savings, as it allows for a wider range of investment options and the potential for greater investment returns.

04

It is important to note that SMSF barecustody may not be suitable for everyone, and individuals should carefully consider their investment goals, risk tolerance, and financial circumstances before proceeding with this option. Seeking professional advice is recommended to determine if SMSF barecustody is suitable for their specific needs.

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What is smsf barecustody?

SMSF barecustody refers to the process of holding and safeguarding assets on behalf of a Self-Managed Super Fund (SMSF) without providing any additional services like investment advice or management.

Who is required to file smsf barecustody?

Trustees of Self-Managed Super Funds (SMSFs) are required to file smsf barecustody.

How to fill out smsf barecustody?

To fill out smsf barecustody, trustees of SMSFs need to provide information on the assets held, transactions conducted, and any changes in custody arrangements.

What is the purpose of smsf barecustody?

The purpose of smsf barecustody is to ensure that assets owned by a Self-Managed Super Fund (SMSF) are safely held and protected.

What information must be reported on smsf barecustody?

Information such as details of assets held, transactions conducted, and changes in custody arrangements must be reported on smsf barecustody.

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