Bare Trust Setups for Property Purchases

Buying a property using a bare trust structure? We set up compliant, lender-approved bare trusts and trustee companies for SMSF property buyers across NSW, VIC, and WA.

What’s included

  • We provide end-to-end legal setup of a bare trust structure specifically tailored for property purchases, including situations involving SMSF borrowing. Our fixed-fee service includes:

    ✅ Drafting and provision of a compliant Declaration of Trust (Bare Trust Deed)

    ✅ Establishment of the corporate trustee

    ✅ Liaison with your broker or lender to ensure the trust is accepted

    ✅ Fast turnaround to meet tight contract deadlines

    ✅ Delivery of executed documents

    ✅ Provision of a pack of all documents relating to your bare trust to ensure you are ready come SMSF tax time

🔄 How Our Process Works

  1. Buy Online or Book a Consultation
    You can engage us online for a minimum fee or book a free consultation first to confirm this structure is right for your needs.

  2. We Send You an Intake Form
    After you’ve booked or confirmed your engagement, we’ll send you a secure client intake form to collect key details — including the proposed name for the trustee company and the trust itself. If you’re unsure, we’ll provide tailored recommendations.

  3. We Draft the Bare Trust Deed and Set Up the Company
    We prepare a compliant Declaration of Trust (bare trust deed) and setup and register the corporate trustee company.

  4. We Arrange Signing of All Documents
    We send your documents for e-signing. Once fully executed, the structure is complete and legally valid.

  5. We Provide Documents to You and Your Lender
    Signed documents are returned to you for safekeeping and also sent to your broker or lender to satisfy finance conditions. We remain on hand to assist with any follow-up queries.

  6. Support Through to Settlement
    We stay involved as needed right through to settlement, answering questions from your lender, broker, or accountant to ensure your transaction proceeds without delay.

Frequently Asked Questions

  • A bare trust is a legal structure where a trustee holds property on behalf of a beneficiary — commonly used when an SMSF borrows money to purchase property. It ensures compliance with superannuation laws and lending requirements.

  • The bare trust must be set up before you sign the contract for the purchase of the property.

  • Yes, the ASIC registration fee is included in our initial fixed fee. We take care of the entire setup and registration process for you.

  • Yes. We tailor the documents to meet your lender’s requirements and liaise with your broker to ensure the bare trust deed is lender-compliant and correctly structured.

  • Yes — in most cases we can provide a business day turnaround, depending on your responsiveness and the complexity of the setup. We understand tight timeframes and prioritise accordingly.

  • We can certainly act for you in your SMSF purchase to which the bare trust setup relates.