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SMSF borrowing - what now? presentation

Member Price: Free
Non Member Price: $15.00

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Published on 02 May 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

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 presentation 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

Author profile

Neil Oakes CTA
Neil is a Tax Director at Perks Chartered Accountants and holds a Masters Degree in Tax Law from UNSW (Atax). Neil currently heads up the Technical Tax consulting division within Perks. He specialises in providing commercially focused tax advice to a wide range of clients. - Current at 22 December 2021
Click here to expand/collapse more articles by Neil OAKES.

 

This was presented at 46th South Australian Convention .

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