Finance Investment

SMSF borrowing - What now?

Source: South Australia

Published Date: 2 May 2013

 

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Your new client has an SMSF with a limited recourse borrowing arrangement inplace. You want to ensure the LRBA “stacks up” and continues without incident. This case study based paper provides tools for risk managing existing LRBAs and possible solutions where particular LRBAs become untenable.

Topics covered include:

  • accounting and taxation considerations
  • improvements and repairs
  • pensions/liquidity
  • death insurance
  • terminating the arrangement.

Individual Session

SMSF borrowing - What now?

Author(s): Neil Oakes
Materials from this session:

Details

  • Published By: Neil Oakes
  • Published On:2 May 2013
  • Took place at:Novatel Barossa Valley Resort

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Finance Investment 2013

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