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When to date an SMSF Bare Trust Deed - State by State comparison
When to date an SMSF Bare Trust Deed - State by State comparison

The following summarises when to date a bare trust deed for an SMSF property purchase using a LRBA States: QLD NSW ACT VIC TAS SA WA NT

Intello Robot avatar
Written by Intello Robot
Updated over 4 years ago

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

The applicable date 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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The following summarises when to date a bare trust for an SMSF property purchase:

  • QLD - Before or on contract date

  • NSW - After contract date

  • ACT - After contract date

  • VIC - After settlement

  • TAS - After contract date

  • SA - After contract date but before settlement

  • WA - After contract date

  • NT - Before contract date

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