Loan notice to vary interest rate This form is used for the lender to notify the trustee(s) of a variation to the interest rate of the loan facility agreement. 1 Fund details2 Loan details3 Review & Submit Order DetailsYour Ref* Fund detailsFund Name*Fund Address*Fund TrusteeType of Trustee*Individual TrusteeCorporate TrusteeIndividualHow many individual trustees?*Please select234T1 - First Name*T1 - Last Name*T2 - First Name*T2 - Last Name*T3 - First Name*T3 - Last Name*T4 - First Name*T4 - Last Name*Individual Trustees' Address* Trustee CompanyTrustee Company Name?*Trustee Company ACN?*Trustee Company Registered Address*DirectorsHow many directors?*Please select1234D1 - First Name*D1 - Last Name*D2 - First Name*D2 - Last Name*D3 - First Name*D3 - Last Name*D4 - First Name*D4 - Last Name* Lender InformationWho is the Lender?*IndividualCorporateIndividualHow many individuals are party to the loan as lender?*Please select12Individual Lender 1 Name*Individual Lender 2 Name*Individual Lender/s Address*CompanyLender Name*Include full description of lender here, including where company is acting in capacity as trustee for a truste.g. ABC Co Pty Ltd ATF ABC Family TrustLender ACN*(if company)Lender Address*Lender DirectorsHow many directors does the lending entity have?*Please select1234D1 - Director Name from Lender Entity?*D2 - Director Name from Lender Entity?*D3 - Director Name from Lender Entity?*D4 - Director Name from Lender Entity?*Loan InformationLoan Agreement Date* Is the Loan continuing to comply with the safe harbour within PCG 2016/5?*- Select One -YesNoWhat is the asset?*- Select One -Real PropertyListed Shares or UnitsInterest Rate - Real PropertyInterest Rate - Listed Shares & UnitsInterest Rate - Other*Show new rate to be applied to loan.Hidden - Interest RateClause to allow for change or variation of interest rate?*If the Smarter SMSF LRBA Loan Facility Agreement has been used for the loan, the relevant clause for a variation of the interest rate is Clause 5.Effective date of interest rate change* What date does the notice to vary the interest rate take effect from? {all_fields:nohidden, noadmin}Coupon Credit Card American ExpressDiscoverMasterCardVisa Card Number Month010203040506070809101112 Year20252026202720282029203020312032203320342035203620372038203920402041204220432044 Expiration Date Security Code Cardholder Name Notice to vary interest rateTotal $ 0.00
