Specialists in One Thing, Since 2007
Bare trust and LRBA documentation is all we do. That single focus is why our deeds are trusted by accountants, advisers and SMSF trustees across every Australian state and territory.
Specialisation Since 2007
Established in 2007, when the SIS Act borrowing amendments were introduced. Bare trust and LRBA documentation is our sole focus, not a sideline.
Lender-Specific Clauses
An estimated 25 to 35% of legal structures fail lender vetting because the deed rules lack wording unique to each lender. Our deeds accommodate the individual requirements of the lenders.
Supplier to NTAA & CPA Members
Supplier of documentation to National Tax & Accountants Association (NTAA) and CPA Australia members since 2007.
Legal Backup at No Cost
Every documentation package includes legal backup at no additional cost, so questions from your lender, auditor or settlement agent get answered.
Direct Access to the Specialist
Speak directly with LRBA specialist Vic Bulfone. No call centres, no gatekeepers.
Australia-Wide, Full Structure
Servicing all Australian states and territories. We can also assist with the wider structure: a new Super Fund, updating the governing rules of an existing fund, or a new trustee company.
Deeds Guaranteed to Pass Lender Legal Vetting
We guarantee that our deeds will pass legal vetting by any lender. In the rare instance that a particular lender's requirements change without notice, we will make the necessary amendments speedily, and free of charge.
- SIS Act and regulatory compliance, kept up to date
- Deed rules containing lender-specific wording and clauses
- Free amendments if a lender's requirements change without notice
- Legal backup at no additional cost
Your Investment Property Magazine
Specialist Vic Bulfone was featured in Your Investment Property Magazine, giving a broad insight and sweeping overview into purchasing property through your Super Fund.
Get Your Structure Right the First Time
Supplier to NTAA & CPA Australia members since 2007. Deeds guaranteed to pass lender legal vetting, with legal backup at no additional cost.
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