When to date a Bare Trust - State by State comparison

Superfund Wholesale is now Intello.

Please find the updated version of this article in the new Intello Help Centre here:





It is importantly for the validity of an SMSF LRBA for clients to execute their bare trust at the correct time.

The applicable data varies State by State.

The following table illustrates when the bare trust deed should be dated and the applicable duty to be paid.

Table courtesy of Vicki Grey of Kemp Strang.

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