Accountant Letter
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:
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.
