Welcome to Bare/Holding Trust setup page

We appreciate the opportunity to assist you with the establishment of your Bare Trust. Please note that our services are limited to accounting, taxation, and compliance matters. We do not hold an Australian Financial Services Licence (AFSL) and therefore are not authorised to provide financial advice, including advice on whether a SMSF is suitable for you. We also do not provide any investment strategy or investment advice, including advice relating to property investments or Limited Recourse Borrowing Arrangements (LRBAs). We recommend contacting a licensed financial adviser to determine if setting up a SMSF and entering into a borrowing arrangement is appropriate for your personal circumstances. You can find more details in our terms of engagement.