Superannuation Warehouse is a public practice accounting firm and we can provide Accountant Letters for our clients.

Accountant Letters are usually required when:

• Bank loans are required in a personal capacity and the lender wants to confirm the Member’s interest in the Corporate Trustee and the SMSF
• Centrelink when applying for aged pension or other Government benefits
• SMSF LRBA loan balance confirmation letter
• Financing for new loans in the SMSF 

Costs

We do not charge existing clients to issue accountant letters. Contact us to request a letter if required and we will assist.

Accountant Letter for loan application

When your SMSF has a Corporate Trustee  or Bare Trust, an Accountant Letter may be required by banks or lenders when you apply for a new loan.

The Accountant Letter will most likely confirm the following:

• the SMSF Trustee Company is a non-trading entity,
• the SMSF Trustee Company does not have any debt or liabilities.

Template Accountant Letter

The letters we issue looks something like this:

Accountant Letter

Next Step

To request this letter, please email us

• The SMSF name;
• the exact wording as required by the lender or bank.

For guidance on SMSF loans and a typical Bare Trust structure, see this page.