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SMSF Property Loans & LRBAs Explained

Everything you need to know about Limited Recourse Borrowing Arrangements — how they work, the bare trust structure, LVR requirements, and the rules around borrowing to buy property through your super.

Last reviewed: April 2026  ·  By Turnkey Super

All information provided below is general and does not take into account your personal circumstances. For personalised advice, speak to a registered financial planner.

What Is a Limited Recourse Borrowing Arrangement (LRBA)?

A Limited Recourse Borrowing Arrangement (LRBA) is the legal mechanism that allows a self-managed super fund to borrow money to purchase a single investment asset — most commonly real property. The term "limited recourse" refers to the most important feature of the structure: if the SMSF defaults on the loan, the lender can only claim against the specific asset purchased with the borrowed funds. The rest of the fund's assets — shares, cash, other property — are fully protected.

LRBAs are permitted under section 67A of the Superannuation Industry (Supervision) Act 1993 (SIS Act), which carves out an exception to the general prohibition on SMSF borrowing. This exception comes with strict conditions that must be met for the arrangement to remain compliant.

The Bare Trust: How the Legal Structure Works

Under an LRBA, your SMSF cannot hold the purchased asset directly until the loan is fully repaid. Instead, a separate legal structure called a bare trust (also referred to as a holding trust or custodian trust) must be established to hold the legal title to the asset on behalf of the SMSF.

Here is how the structure works in practice:

  • The bare trust holds the legal title to the property during the loan term.
  • The SMSF holds the beneficial interest — it benefits from all rental income, capital growth, and depreciation deductions throughout the loan term.
  • The SMSF makes all loan repayments from fund assets (typically rental income and member contributions).
  • Once the loan is fully repaid, the bare trustee transfers the legal title to the SMSF trustee. In most Australian states this transfer is exempt from stamp duty because the SMSF already held the beneficial interest.
Why the bare trust matters

The bare trust structure is what gives the LRBA its "limited recourse" character. Because the lender's security is limited to the asset held in the bare trust, your remaining fund assets — accumulated over potentially decades — are legally insulated from the lender's claims. This protection does not exist if the structure is set up incorrectly.

How an LRBA Works Step by Step

  1. Establish SMSF with corporate trustee — A corporate trustee is required by virtually all SMSF lenders. Turnkey establishes this as part of the standard fund setup.
  2. Build fund balance — Accumulate sufficient super balance through rollovers and ongoing contributions. Most lenders want to see $200,000–$250,000 before approving an application.
  3. Update investment strategy — Document why the property investment is consistent with the fund's objectives, and update the strategy to reflect the anticipated borrowing level and associated risks.
  4. Apply for SMSF loan — Submit a loan application to a specialist SMSF lender. These are typically non-bank lenders or specialist bank divisions. Turnkey's mortgage broking partners can source and compare options.
  5. Establish bare trust deed — A solicitor prepares a bare trust deed naming a bare trustee to hold the property. The bare trustee is typically the corporate trustee of the SMSF.
  6. Sign contracts in bare trustee's name — The bare trustee (not the SMSF itself) signs the purchase contract and is named on the title. This is essential for the LRBA to be compliant.
  7. Settlement and title registration — Settlement proceeds. Title is registered in the name of the bare trustee. The SMSF begins making loan repayments from its bank account.
  8. Manage ongoing obligations — Maintain rental income records, comply with annual audit and lodgement requirements, and make loan repayments from fund assets.
  9. Repay loan and transfer title — Once the loan is repaid in full, the bare trustee transfers title to the SMSF trustee. The bare trust is then dissolved.

Typical LVR and Deposit Requirements

SMSF property loans carry stricter lending criteria than standard investment loans. The following ranges are typical across most SMSF lenders as of 2025:

Property TypeMaximum LVRMinimum Deposit
Residential (metro)Up to 80%20%
Residential (regional)Up to 70–75%25–30%
CommercialUp to 65–70%30–35%
Rural / specialised50–60%40–50%

The deposit must come from the SMSF's existing cash and liquid assets. You cannot make a special contribution to the fund specifically to fund the deposit without following standard contribution rules and caps.

Critical Rules for LRBA Compliance

  • Single acquirable asset — Each LRBA must be used to purchase a single asset (or a collection of identical assets with the same market value). You cannot use one LRBA to purchase two different properties.
  • No improvements during loan term — While the property is held in the bare trust, you cannot make improvements that change the nature of the asset. Only repairs and maintenance that restore the asset to its original condition are permitted.
  • No replacement of assets — You cannot substitute a different asset for the one originally purchased under the LRBA. The specific property must remain the security for the loan until it is repaid.
  • Arm's-length loan terms — If the LRBA is not with a commercial lender (e.g. if a related party loans money to the SMSF), the ATO's safe harbour interest rates and repayment terms must be used. Failing to meet arm's-length terms can result in the ATO treating the arrangement as a non-arm's-length income event, with the income taxed at 45%.
  • Corporate trustee required — Most lenders insist on a corporate trustee. An individual-trustee SMSF will typically be unable to obtain LRBA finance from a commercial lender.

New to SMSF Property Investing?

If you are still deciding whether to invest in property through your super — and want to understand the broader tax benefits, eligible property types, and step-by-step purchase process — our comprehensive SMSF property investing guide is the best place to start.

Also read: SMSF Property Investing Guide

Frequently Asked Questions

Related pages: Pricing · FAQs · SMSF Property Investing

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